We are live on ! Find out more
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
AEM icon
201
Agnico Eagle Mines
AEM
$92B
$421K 0.01%
+2,500
New +$343K
KMDA icon
202
Kamada
KMDA
$409M
$420K 0.01%
60,368
-16,467
-21% -$120K
AVAV icon
203
AeroVironment
AVAV
$9.92B
$409K 0.01%
+1,300
New +$336K
KBE icon
204
State Street SPDR S&P Bank ETF
KBE
$1.73B
$401K 0.01%
6,748
– –
SGOV icon
205
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$391K 0.01%
3,885
-2,958
-43% -$297K
ALLT icon
206
Allot
ALLT
$392M
$389K 0.01%
36,780
– –
RRC icon
207
Range Resources
RRC
$9.5B
$386K 0.01%
10,249
– –
PGY icon
208
Pagaya Technologies
PGY
$1.77B
$382K 0.01%
+12,864
New +$415K
VTRS icon
209
Viatris
VTRS
$18.7B
$377K 0.01%
38,092
-13,523
-26% -$132K
SPTI icon
210
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
$372K ﹤0.01%
+12,879
New +$370K
VGSH icon
211
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$366K ﹤0.01%
+6,215
New +$365K
CWI icon
212
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$355K ﹤0.01%
+10,185
New +$341K
PRGO icon
213
Perrigo
PRGO
$1.78B
$351K ﹤0.01%
15,776
-4,638
-23% -$113K
VST icon
214
Vistra
VST
$48.6B
$346K ﹤0.01%
+1,768
New +$350K
PICK icon
215
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
$342K ﹤0.01%
7,692
– –
ABT icon
216
Abbott
ABT
$190B
$335K ﹤0.01%
2,500
– –
GM icon
217
General Motors
GM
$78.4B
$332K ﹤0.01%
5,447
-2,000
-27% -$112K
INVZ icon
218
Innoviz Technologies
INVZ
$115M
$332K ﹤0.01%
165,205
+26,853
+19% +$45.7K
RBRK icon
219
Rubrik
RBRK
$20B
$329K ﹤0.01%
+4,000
New +$344K
DFJ icon
220
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
$301K ﹤0.01%
3,170
– –
NBIS
221
Nebius Group N.V.
NBIS
$49.1B
$292K ﹤0.01%
+2,600
New +$181K
HHH icon
222
Howard Hughes
HHH
$4B
$288K ﹤0.01%
+3,500
New +$259K
PGJ icon
223
Invesco Golden Dragon China ETF
PGJ
$97.5M
$285K ﹤0.01%
8,580
-1,670
-16% -$51K
IDHQ icon
224
Invesco S&P International Developed Quality ETF
IDHQ
$985M
$270K ﹤0.01%
8,066
+702
+10% +$23.1K
TBLA icon
225
Taboola.com
TBLA
$1.11B
$262K ﹤0.01%
75,500
-50,000
-40% -$171K
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.