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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
+2.84%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
+$458M
Cap. Flow
+$795M
Cap. Flow %
8.72%
Top 10 Hldgs %
45.41%
Holding
257
New
16
Increased
100
Reduced
79
Closed
25

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$138M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$130M
3
AMZN icon
Amazon
AMZN
+$116M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$113M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$103M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$113M
2
PLD icon
Prologis
PLD
+$81.2M
3
VRT icon
Vertiv
VRT
+$64.5M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$47.8M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$46M

Sector Composition

Rank Sector Weight
1 Technology 15.62%
2 Industrials 6.54%
3 Financials 6.13%
4 Communication Services 4.97%
5 Utilities 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RF icon
201
Regions Financial
RF
$26.9B
$434K ﹤0.01%
16,597
-3,414
-17% -$95.3K
FCNCA icon
202
First Citizens BancShares
FCNCA
$25.4B
$424K ﹤0.01%
225
-55
-20% -$110K
KBE icon
203
State Street SPDR S&P Bank ETF
KBE
$1.73B
$402K ﹤0.01%
6,748
– –
DGRW icon
204
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$401K ﹤0.01%
4,573
+480
+12% +$43.6K
URGN icon
205
UroGen Pharma
URGN
$2.3B
$400K ﹤0.01%
22,223
-13,294
-37% -$267K
IBDS icon
206
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$397K ﹤0.01%
16,381
-7,586
-32% -$184K
SGOV icon
207
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$396K ﹤0.01%
3,932
-305
-7% -$30.7K
ETOR
208
eToro Group
ETOR
$2.33B
$387K ﹤0.01%
+12,900
New +$394K
BKNG icon
209
Booking.com
BKNG
$160B
$387K ﹤0.01%
2,300
-18,075
-89% -$3.33M
AVAV icon
210
AeroVironment
AVAV
$9.92B
$366K ﹤0.01%
2,000
– –
XOM icon
211
ExxonMobil
XOM
$657B
$343K ﹤0.01%
2,023
– –
QLTA icon
212
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$332K ﹤0.01%
7,004
-1,739
-20% -$83.6K
DFJ icon
213
WisdomTree Japan SmallCap Dividend Fund
DFJ
$397M
$324K ﹤0.01%
3,170
– –
TLN
214
Talen Energy Corp
TLN
$17.1B
$319K ﹤0.01%
1,000
– –
KMDA icon
215
Kamada
KMDA
$409M
$309K ﹤0.01%
37,651
-5,892
-14% -$49.6K
ABNB icon
216
Airbnb
ABNB
$111B
$302K ﹤0.01%
2,390
-28,394
-92% -$3.69M
IDHQ icon
217
Invesco S&P International Developed Quality ETF
IDHQ
$985M
$280K ﹤0.01%
7,949
-751
-9% -$28K
EWBC icon
218
East-West Bancorp
EWBC
$18.2B
$280K ﹤0.01%
2,623
-492
-16% -$55.5K
FEM icon
219
First Trust Emerging Markets AlphaDEX Fund
FEM
$781M
$266K ﹤0.01%
8,893
– –
GLBE icon
220
Global E Online
GLBE
$6.86B
$263K ﹤0.01%
9,200
-41,350
-82% -$1.45M
NOBL icon
221
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$251K ﹤0.01%
4,732
-1,460
-24% -$80K
BDX icon
222
Becton Dickinson
BDX
$49.4B
$249K ﹤0.01%
+738
New +$135K
SLQD icon
223
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$240K ﹤0.01%
4,775
– –
PERI icon
224
Perion Network
PERI
$379M
$240K ﹤0.01%
24,067
-257,634
-91% -$2.33M
SSB icon
225
SouthState Bank Corp
SSB
$10.7B
$239K ﹤0.01%
2,582
-213
-8% -$20.9K
7 8
9
10 11

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 2026 Portfolio in Review

As of Q1 2026, Meitav Investment House held 257 positions worth $9.12B, up 5.3% from $8.66B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Meitav Investment House deployed $795M of net new capital in Q1 2026, opening 16 new positions and adding to 100 existing holdings. Its largest new stake was Analog Devices: 168,100 shares worth $53.5M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $113M trimmed.

  • Meitav Investment House's largest Q1 2026 buy was Analog Devices: 168,100 shares worth $53.5M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $138M increase.
  • Meitav Investment House's biggest Q1 2026 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $113M.
  • Meitav Investment House fully exited State Street SPDR S&P Retail ETF in Q1 2026, selling an estimated $47.8M.
  • Meitav Investment House's ten largest holdings make up 45% of its $9.12B portfolio in Q1 2026.
  • Meitav Investment House opened 16 new positions and closed 25 in Q1 2026.
  • Meitav Investment House's portfolio value rose 5.3% quarter-over-quarter to $9.12B.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.