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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
+11.9%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.57B
AUM Growth
+$149M
Cap. Flow
+$34.1M
Cap. Flow %
0.45%
Top 10 Hldgs %
42.22%
Holding
247
New
30
Increased
85
Reduced
79
Closed
11

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$76.1M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$52.7M
3
KBWB icon
Invesco KBW Bank ETF
KBWB
+$43M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$42.2M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$32M

Top Sells

Rank Stock Value
1
MCHI icon
iShares MSCI China ETF
MCHI
+$105M
2
NVMI
Nova
NVMI
+$54.9M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$43.1M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$39.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.4M

Sector Composition

Rank Sector Weight
1 Technology 17.77%
2 Industrials 5.61%
3 Financials 4.79%
4 Communication Services 3.93%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSB icon
176
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$821K 0.01%
27,103
+15,304
+130% +$462K
XME icon
177
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
$803K 0.01%
8,614
– –
FROG icon
178
JFrog
FROG
$10.6B
$744K 0.01%
15,715
-265,604
-94% -$12M
BSCS icon
179
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.59B
$712K 0.01%
34,645
+14,426
+71% +$296K
SPIB icon
180
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$699K 0.01%
20,634
+11,500
+126% +$387K
CRWD icon
181
CrowdStrike
CRWD
$226B
$649K 0.01%
5,296
+836
+19% +$95K
NOBL icon
182
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$644K 0.01%
12,494
-6,228
-33% -$322K
EWBC icon
183
East-West Bancorp
EWBC
$18.2B
$636K 0.01%
5,975
+1,030
+21% +$108K
FTA icon
184
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
$629K 0.01%
7,550
– –
URGN icon
185
UroGen Pharma
URGN
$2.32B
$629K 0.01%
31,513
-4,625
-13% -$83.1K
FTCS icon
186
First Trust Capital Strength ETF
FTCS
$7.94B
$623K 0.01%
6,656
– –
NXT icon
187
Nextpower Inc
NXT
$16.3B
$614K 0.01%
+8,300
New +$535K
ETOR
188
eToro Group
ETOR
$2.31B
$578K 0.01%
14,000
+8,500
+155% +$438K
AGX icon
189
Argan
AGX
$8.42B
$540K 0.01%
+2,000
New +$458K
IBDS icon
190
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$532K 0.01%
21,867
-2,239
-9% -$54.3K
ORLY icon
191
O'Reilly Automotive
ORLY
$74.5B
$521K 0.01%
4,830
– –
FINX icon
192
Global X FinTech ETF
FINX
$165M
$511K 0.01%
15,258
– –
QLTA icon
193
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$503K 0.01%
10,402
-1,383
-12% -$66.3K
DRS icon
194
Leonardo DRS
DRS
$11.9B
$494K 0.01%
10,876
– –
KEN icon
195
Kenon Holdings
KEN
$3.58B
$478K 0.01%
10,656
-2,578
-19% -$116K
COF icon
196
Capital One
COF
$134B
$475K 0.01%
+2,235
New +$489K
SE icon
197
Sea Limited
SE
$78B
$447K 0.01%
2,500
+700
+39% +$120K
ICE icon
198
Intercontinental Exchange
ICE
$84.2B
$431K 0.01%
2,560
+578
+29% +$103K
GEV icon
199
GE Vernova
GEV
$277B
$430K 0.01%
700
+200
+40% +$121K
DGRW icon
200
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$422K 0.01%
4,755
-129
-3% -$11.2K
6 7
8
9 10

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

Meitav Investment House's Q3 2025 Portfolio in Review

As of Q3 2025, Meitav Investment House held 247 positions worth $7.57B, up 2% from $7.42B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Meitav Investment House's Q3 2025 filing shows 30 new, 85 increased, 79 reduced and 11 closed positions. Its largest new stake was Arista Networks: 100,000 shares worth $14.5M. The largest sale was iShares MSCI China ETF, an estimated $105M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Industrials and Financials.

  • Meitav Investment House's largest Q3 2025 buy was Arista Networks: 100,000 shares worth $14.5M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q3 2025, an estimated $76.1M increase.
  • Meitav Investment House's biggest Q3 2025 reduction was iShares MSCI China ETF, cutting an estimated $105M.
  • Meitav Investment House fully exited First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2025, selling an estimated $573K.
  • Meitav Investment House's ten largest holdings make up 42% of its $7.57B portfolio in Q3 2025.
  • Meitav Investment House opened 30 new positions and closed 11 in Q3 2025.
  • Meitav Investment House's portfolio value rose 2% quarter-over-quarter to $7.57B.

Based on Meitav Investment House's 13F filing for Q3 2025, filed 29 Oct 2025.