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MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
1-Year Est. Return 46.8%
This Fund
S&P 500
This Quarter Est. Return
-2.5%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$5.43B
AUM Growth
-$503M
Cap. Flow
-$251M
Cap. Flow %
-4.62%
Top 10 Hldgs %
40.44%
Holding
249
New
28
Increased
62
Reduced
80
Closed
33

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$58M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$56.6M
3
ICL icon
ICL Group
ICL
+$50.2M
4
ETN icon
Eaton
ETN
+$37.5M
5
SLV icon
iShares Silver Trust
SLV
+$32M

Top Sells

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$66.2M
2
SMH icon
VanEck Semiconductor ETF
SMH
+$59.3M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$48.8M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$48.7M
5
COST icon
Costco
COST
+$48.1M

Sector Composition

Rank Sector Weight
1 Technology 14.7%
2 Industrials 6.01%
3 Financials 5.45%
4 Communication Services 3.88%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFIV icon
176
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
$453K 0.01%
+8,500
New +$478K
VTRS icon
177
Viatris
VTRS
$18.7B
$450K 0.01%
51,615
– –
GOVT icon
178
iShares US Treasury Bond ETF
GOVT
$43.7B
$429K 0.01%
+18,659
New +$423K
FINX icon
179
Global X FinTech ETF
FINX
$164M
$421K 0.01%
15,258
– –
KEN icon
180
Kenon Holdings
KEN
$3.55B
$417K 0.01%
13,234
-5,722
-30% -$184K
RRC icon
181
Range Resources
RRC
$9.4B
$409K 0.01%
10,249
– –
VRIG icon
182
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
$402K 0.01%
16,085
-30,433
-65% -$765K
URGN icon
183
UroGen Pharma
URGN
$2.34B
$400K 0.01%
36,138
– –
DGRW icon
184
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$389K 0.01%
4,884
+166
+4% +$13.6K
JD icon
185
JD.com
JD
$42.2B
$375K 0.01%
9,116
– –
DRS icon
186
Leonardo DRS
DRS
$11.9B
$358K 0.01%
10,876
-2,064
-16% -$68.1K
KBE icon
187
State Street SPDR S&P Bank ETF
KBE
$1.74B
$357K 0.01%
6,748
– –
CCJ icon
188
Cameco
CCJ
$43.3B
$356K 0.01%
8,657
– –
EWBC icon
189
East-West Bancorp
EWBC
$18.4B
$344K 0.01%
3,837
+700
+22% +$66.8K
GM icon
190
General Motors
GM
$76.8B
$338K 0.01%
7,185
– –
ICE icon
191
Intercontinental Exchange
ICE
$85B
$337K 0.01%
1,952
-457
-19% -$74.9K
ABT icon
192
Abbott
ABT
$192B
$332K 0.01%
2,500
– –
SPLV icon
193
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
$317K 0.01%
+4,277
New +$309K
BSCS icon
194
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.59B
$314K 0.01%
15,428
+3,622
+31% +$73.3K
COIN icon
195
Coinbase
COIN
$39.2B
$310K 0.01%
1,800
+600
+50% +$145K
VRNT
196
DELISTED
Verint Systems
VRNT
$284K 0.01%
15,889
+1,700
+12% +$40.7K
SPNS
197
DELISTED
Sapiens International
SPNS
$283K 0.01%
10,434
– –
PICK icon
198
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.34B
$276K 0.01%
7,692
– –
DFJ icon
199
WisdomTree Japan SmallCap Dividend Fund
DFJ
$402M
$251K ﹤0.01%
3,170
– –
SPSB icon
200
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$247K ﹤0.01%
8,212
-1,109
-12% -$33.2K
6 7
8
9 10

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Meitav Investment House's Q1 2025 Portfolio in Review

As of Q1 2025, Meitav Investment House held 249 positions worth $5.43B, down 8.5% from $5.93B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Meitav Investment House withdrew a net $251M in Q1 2025, closing 33 positions and reducing 80 holdings. Its most notable exit was Invesco S&P 500 Equal Weight Technology ETF, an estimated $48.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Industrials and Financials.

Against the trend, Meitav Investment House opened a new position in CRH worth $17.6M.

  • Meitav Investment House's largest Q1 2025 buy was CRH: 200,000 shares worth $17.6M.
  • Meitav Investment House added most to Oracle in Q1 2025, an estimated $58M increase.
  • Meitav Investment House's biggest Q1 2025 reduction was State Street Communication Services Select Sector SPDR ETF, cutting an estimated $66.2M.
  • Meitav Investment House fully exited Invesco S&P 500 Equal Weight Technology ETF in Q1 2025, selling an estimated $48.7M.
  • Meitav Investment House's ten largest holdings make up 40% of its $5.43B portfolio in Q1 2025.
  • Meitav Investment House opened 28 new positions and closed 33 in Q1 2025.
  • Meitav Investment House's portfolio value fell 8.5% quarter-over-quarter to $5.43B.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.