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MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
+17.52%
1 Year Est. Return
+42.07%
3 Year Est. Return
+104.37%
5 Year Est. Return
+115.83%
10 Year Est. Return
–
AUM
$7.42B
AUM Growth
+$1.99B
Cap. Flow
+$340M
Cap. Flow %
4.58%
Top 10 Hldgs %
46.21%
Holding
229
New
13
Increased
93
Reduced
57
Closed
12

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$408M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$48M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$43.5M
4
ESLT icon
Elbit Systems
ESLT
+$33.3M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$30.6M

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$123M
2
AVGO icon
Broadcom
AVGO
+$62.8M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$40M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$32M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$28.9M

Sector Composition

Rank Sector Weight
1 Technology 18.77%
2 Consumer Discretionary 7.84%
3 Industrials 5.79%
4 Financials 4.6%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$816M 11%
1,320,819
+713,062
+117% +$408M
AMD icon
2
Advanced Micro Devices
AMD
$776B
$433M 5.84%
68,828
+27,774
+68% +$3.02M
NKE icon
3
Nike
NKE
$61.9B
$424M 5.71%
512,241
+42,203
+9% +$2.53M
QQQM icon
4
Invesco NASDAQ 100 ETF
QQQM
$96.7B
$421M 5.68%
1,853,672
+81,933
+5% +$16.8M
XLF icon
5
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$302M 4.07%
5,768,249
-345,269
-6% -$17.1M
QQQ icon
6
Invesco QQQ Trust
QQQ
$453B
$259M 3.49%
469,241
+10,971
+2% +$5.46M
NVMI
7
Nova
NVMI
$12.4B
$215M 2.89%
769,584
+90,830
+13% +$18.5M
ICL icon
8
ICL Group
ICL
$6.53B
$193M 2.6%
28,156,119
-932,580
-3% -$6.09M
NVDA icon
9
NVIDIA
NVDA
$4.86T
$186M 2.51%
1,177,338
+82,247
+8% +$10.4M
RSP icon
10
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$179M 2.42%
986,210
+252,056
+34% +$43.5M
ESLT icon
11
Elbit Systems
ESLT
$37.9B
$169M 2.27%
378,223
+82,103
+28% +$33.3M
META icon
12
Meta Platforms (Facebook)
META
$1.42T
$164M 2.21%
221,926
+26,612
+14% +$16.4M
EPI icon
13
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$160M 2.16%
3,367,899
+46,216
+1% +$2.1M
MCHI icon
14
iShares MSCI China ETF
MCHI
$6.32B
$143M 1.93%
2,601,233
+9,972
+0.4% +$529K
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$141M 1.9%
1,047,929
-914,352
-47% -$123M
AMZN icon
16
Amazon
AMZN
$2.92T
$136M 1.84%
621,483
+13,313
+2% +$2.63M
SMH icon
17
VanEck Semiconductor ETF
SMH
$65.2B
$133M 1.79%
475,332
+97,941
+26% +$22.7M
XLC icon
18
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$131M 1.76%
1,205,556
+487,543
+68% +$48M
ENLT icon
19
Enlight Renewable Energy
ENLT
$11.8B
$129M 1.73%
5,668,798
+19,582
+0.3% +$354K
XLY icon
20
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$113M 1.52%
1,035,838
-282,452
-21% -$28.9M
XLU icon
21
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$108M 1.45%
2,638,868
+195,632
+8% +$7.79M
XLI icon
22
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$106M 1.43%
716,753
+4,428
+0.6% +$604K
ORCL icon
23
Oracle
ORCL
$374B
$99.5M 1.34%
455,534
+96,790
+27% +$15.6M
SLV icon
24
iShares Silver Trust
SLV
$28B
$97.6M 1.32%
2,972,600
+152,600
+5% +$4.67M
TSEM icon
25
Tower Semiconductor
TSEM
$24.8B
$97.2M 1.31%
2,242,514
+22,873
+1% +$878K
1
2 3 4 5

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RWP
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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
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SUT
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AI
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Meitav Investment House's Q2 2025 Portfolio in Review

As of Q2 2025, Meitav Investment House held 229 positions worth $7.42B, up 37% from $5.43B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Meitav Investment House deployed $340M of net new capital in Q2 2025, opening 13 new positions and adding to 93 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $123M trimmed.

  • Meitav Investment House's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $408M increase.
  • Meitav Investment House's biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $123M.
  • Meitav Investment House fully exited Janus Henderson AAA CLO ETF in Q2 2025, selling an estimated $40M.
  • Meitav Investment House's ten largest holdings make up 46% of its $7.42B portfolio in Q2 2025.
  • Meitav Investment House opened 13 new positions and closed 12 in Q2 2025.
  • Meitav Investment House's portfolio value rose 37% quarter-over-quarter to $7.42B.

Based on Meitav Investment House's 13F filing for Q2 2025, filed 23 Jul 2025.