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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
+3.13%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$5.93B
AUM Growth
-$39.2M
Cap. Flow
-$186M
Cap. Flow %
-3.15%
Top 10 Hldgs %
38.87%
Holding
246
New
19
Increased
55
Reduced
98
Closed
25

Top Buys

Rank Stock Value
1
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$49.7M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$48.9M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$42M
4
MRK icon
Merck
MRK
+$40.6M
5
KCE icon
State Street SPDR S&P Capital Markets ETF
KCE
+$36.2M

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$54.3M
2
AMZN icon
Amazon
AMZN
+$47.9M
3
TSLA icon
Tesla
TSLA
+$41.1M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$40.1M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$36.3M

Sector Composition

Rank Sector Weight
1 Technology 15.07%
2 Financials 5.42%
3 Industrials 4.63%
4 Communication Services 4.29%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TBLA icon
201
Taboola.com
TBLA
$1.11B
$279K ﹤0.01%
75,500
+6,500
+9% +$23.2K
SPSB icon
202
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$278K ﹤0.01%
9,321
-3
-0% -$90
PICK icon
203
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
$269K ﹤0.01%
7,692
-5,340
-41% -$212K
FLOT icon
204
iShares Floating Rate Bond ETF
FLOT
$10.5B
$267K ﹤0.01%
5,249
-920
-15% -$46.9K
CXSE icon
205
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$501M
$265K ﹤0.01%
8,880
-8,895
-50% -$285K
VST icon
206
Vistra
VST
$48.6B
$262K ﹤0.01%
+1,900
New +$264K
NEAR icon
207
iShares Short Maturity Bond ETF
NEAR
$4.88B
$257K ﹤0.01%
5,103
-400
-7% -$20.3K
CQQQ icon
208
Invesco China Technology ETF
CQQQ
$3.24B
$253K ﹤0.01%
6,420
– –
DOX icon
209
Amdocs
DOX
$6.1B
$242K ﹤0.01%
2,843
-1,500
-35% -$132K
DFJ icon
210
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
$238K ﹤0.01%
3,170
– –
BSCS icon
211
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.58B
$238K ﹤0.01%
11,806
-1,811
-13% -$36.7K
INVZ icon
212
Innoviz Technologies
INVZ
$115M
$235K ﹤0.01%
134,831
– –
PYPL icon
213
PayPal
PYPL
$50.5B
$231K ﹤0.01%
2,706
– –
BKLN icon
214
Invesco Senior Loan ETF
BKLN
$6.75B
$231K ﹤0.01%
+10,945
New +$231K
PATH icon
215
UiPath
PATH
$8.14B
$215K ﹤0.01%
16,900
– –
ISRG icon
216
Intuitive Surgical
ISRG
$142B
$209K ﹤0.01%
+400
New +$208K
SMWB icon
217
Similarweb
SMWB
$635M
$182K ﹤0.01%
12,846
+1,870
+17% +$20.7K
PAYO icon
218
Payoneer
PAYO
$2.4B
$174K ﹤0.01%
+17,352
New +$166K
XRN
219
Chiron Real Estate Inc
XRN
$465M
$136K ﹤0.01%
3,522
– –
SSYS icon
220
Stratasys
SSYS
$782M
$102K ﹤0.01%
11,500
– –
NRSN icon
221
NeuroSense Therapeutics
NRSN
$17.9M
$48K ﹤0.01%
40,000
– –
ABNB icon
222
Airbnb
ABNB
$111B
– –
-113,758
Closed -$14.4M
AMT icon
223
American Tower
AMT
$79B
– –
-1,886
Closed -$439K
ARKO icon
224
ARKO Corp
ARKO
$495M
– –
-40,460
Closed -$284K
BIDU icon
225
Baidu
BIDU
$35.9B
– –
-52,255
Closed -$5.47M
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 Q4 2024 Portfolio in Review

As of Q4 2024, Meitav Investment House held 246 positions worth $5.93B, down 0.66% from $5.97B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Meitav Investment House withdrew a net $186M in Q4 2024, closing 25 positions and reducing 98 holdings. Its most notable exit was Airbnb, an estimated $14.4M 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 Financials and Industrials.

Against the trend, Meitav Investment House opened a new position in Invesco S&P 500 Equal Weight Technology ETF worth $48.7M.

  • Meitav Investment House's largest Q4 2024 buy was Invesco S&P 500 Equal Weight Technology ETF: 1,303,367 shares worth $48.7M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q4 2024, an estimated $48.9M increase.
  • Meitav Investment House's biggest Q4 2024 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $54.3M.
  • Meitav Investment House fully exited Airbnb in Q4 2024, selling an estimated $14.4M.
  • Meitav Investment House's ten largest holdings make up 39% of its $5.93B portfolio in Q4 2024.
  • Meitav Investment House opened 19 new positions and closed 25 in Q4 2024.
  • Meitav Investment House's portfolio value fell 0.66% quarter-over-quarter to $5.93B.

Based on Meitav Investment House's 13F filing for Q4 2024, filed 3 Feb 2025.