We are live on ! Find out more
MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
-2.5%
1 Year Est. Return
+42.07%
3 Year Est. Return
+104.37%
5 Year Est. Return
+115.83%
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
QQQM icon
1
Invesco NASDAQ 100 ETF
QQQM
$101B
$342M 6.3%
1,771,739
-19,536
-1% -$4.09M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$340M 6.26%
607,757
-39,611
-6% -$23.3M
XLF icon
3
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$304M 5.61%
6,113,518
-748,162
-11% -$37.5M
XLV icon
4
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
$286M 5.28%
1,962,281
+389,325
+25% +$56.6M
QQQ icon
5
Invesco QQQ Trust
QQQ
$480B
$215M 3.96%
458,270
-95,990
-17% -$48.8M
ICL icon
6
ICL Group
ICL
$6.75B
$163M 3.01%
29,088,699
+8,537,674
+42% +$50.2M
EPI icon
7
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$145M 2.68%
3,321,683
-55,973
-2% -$2.4M
MCHI icon
8
iShares MSCI China ETF
MCHI
$6.32B
$141M 2.6%
2,591,261
+410,000
+19% +$21.1M
XLY icon
9
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$130M 2.4%
1,318,290
+75,328
+6% +$8.17M
RSP icon
10
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$127M 2.34%
734,154
+64,365
+10% +$11.4M
NVMI
11
Nova
NVMI
$12.8B
$125M 2.3%
678,754
-34,249
-5% -$7.91M
NVDA icon
12
NVIDIA
NVDA
$5.31T
$119M 2.19%
1,095,091
+192,048
+21% +$24.3M
AMZN icon
13
Amazon
AMZN
$2.94T
$116M 2.13%
608,170
+2,102
+0.3% +$456K
ESLT icon
14
Elbit Systems
ESLT
$40.5B
$113M 2.09%
296,120
-19,022
-6% -$6.16M
META icon
15
Meta Platforms (Facebook)
META
$1.5T
$113M 2.07%
195,314
+272
+0.1% +$175K
PAVE icon
16
Global X US Infrastructure Development ETF
PAVE
$15.1B
$101M 1.86%
2,678,569
+519,203
+24% +$21M
XLU icon
17
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$96.3M 1.77%
2,443,236
-33,446
-1% -$1.31M
XLI icon
18
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$93.4M 1.72%
712,325
-112,416
-14% -$15.2M
ENLT icon
19
Enlight Renewable Energy
ENLT
$11.5B
$90.6M 1.67%
5,649,216
-251,963
-4% -$4.22M
SLV icon
20
iShares Silver Trust
SLV
$29.9B
$87.3M 1.61%
2,820,000
+1,100,000
+64% +$32M
SMH icon
21
VanEck Semiconductor ETF
SMH
$71.6B
$79.8M 1.47%
377,391
-247,584
-40% -$59.3M
TSEM icon
22
Tower Semiconductor
TSEM
$23.9B
$78.6M 1.45%
2,219,641
+123,262
+6% +$5.57M
NEE icon
23
NextEra Energy
NEE
$179B
$78.1M 1.44%
1,132,135
+294,437
+35% +$20.8M
V icon
24
Visa
V
$688B
$74.5M 1.37%
212,696
-53,647
-20% -$18.2M
XLC icon
25
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$69.2M 1.28%
718,013
-663,339
-48% -$66.2M
1
2 3 4 5

Similar funds

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 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.