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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
SPIB icon
201
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$236K ﹤0.01%
+7,104
New +$234K
IDHQ icon
202
Invesco S&P International Developed Quality ETF
IDHQ
$985M
$228K ﹤0.01%
+7,639
New +$231K
LMND icon
203
Lemonade
LMND
$4.03B
$227K ﹤0.01%
+7,207
New +$248K
NOBL icon
204
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$224K ﹤0.01%
4,382
-3,250
-43% -$165K
TBLA icon
205
Taboola.com
TBLA
$1.1B
$223K ﹤0.01%
75,500
– –
ODYS
206
Odysight.ai Inc
ODYS
$73.5M
$220K ﹤0.01%
+31,296
New +$200K
BIDU icon
207
Baidu
BIDU
$35.2B
$211K ﹤0.01%
+2,281
New +$205K
ALLT icon
208
Allot
ALLT
$394M
$210K ﹤0.01%
+36,780
New +$257K
FEM icon
209
First Trust Emerging Markets AlphaDEX Fund
FEM
$793M
$203K ﹤0.01%
+8,893
New +$201K
CSTE icon
210
Caesarstone
CSTE
$102M
$179K ﹤0.01%
73,638
– –
PAYO icon
211
Payoneer
PAYO
$2.38B
$166K ﹤0.01%
22,739
+5,387
+31% +$50.2K
SMWB icon
212
Similarweb
SMWB
$726M
$158K ﹤0.01%
19,075
+6,229
+48% +$76.8K
XRN
213
Chiron Real Estate Inc
XRN
$487M
$154K ﹤0.01%
3,522
– –
SSYS icon
214
Stratasys
SSYS
$767M
$113K ﹤0.01%
11,500
– –
INVZ icon
215
Innoviz Technologies
INVZ
$115M
$90.5K ﹤0.01%
138,352
+3,521
+3% +$4.07K
NRSN icon
216
NeuroSense Therapeutics
NRSN
$18.3M
$37.2K ﹤0.01%
40,000
– –
AAL icon
217
American Airlines Group
AAL
$9.95B
– –
-77,693
Closed -$1.37M
ABBV icon
218
AbbVie
ABBV
$441B
– –
-3,553
Closed -$631K
AIRR icon
219
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
– –
-350,000
Closed -$26.9M
ANET icon
220
Arista Networks
ANET
$260B
– –
-8,459
Closed -$939K
BKLN icon
221
Invesco Senior Loan ETF
BKLN
$6.75B
– –
-10,945
Closed -$231K
CBOE icon
222
Cboe Global Markets
CBOE
$30B
– –
-2,290
Closed -$447K
CEG icon
223
Constellation Energy
CEG
$100B
– –
-52,500
Closed -$11.7M
CXSE icon
224
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$501M
– –
-8,880
Closed -$265K
DOX icon
225
Amdocs
DOX
$6.04B
– –
-2,843
Closed -$242K
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 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.