MEITAV DASH INVESTMENTS LTD logo

MEITAV DASH INVESTMENTS LTD Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for MEITAV DASH INVESTMENTS LTD with $7.2B in long positions as of Q3 2025, 56% allocated to ETF, and 42% concentrated in top 10 positions.

Portfolio Value
$7.2B
Top 10 Concentration
42%
Top Sector
ETF (56%)
US Exposure
84%
Market Cap Focus
N/A
Countries
8

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 56.10%ETFTechnology: 14.30%TechnologyIndustrials: 5.90%Financial Services: 4.40%Communication Services: 4.10%Consumer Cyclical: 3.00%Utilities: 2.70%Basic Materials: 2.30%Real Estate: 1.10%Healthcare: 1.00%Energy: 0.70%Consumer Defensive: 0.50%
ETF
56.10%
Technology
14.30%
Industrials
5.90%
Financial Services
4.40%
Communication Services
4.10%
Consumer Cyclical
3.00%
Utilities
2.70%
Basic Materials
2.30%
Real Estate
1.10%
Healthcare
1.00%
Energy
0.70%
Consumer Defensive
0.50%

Industry Breakdown

47 industries across all sectors

ETF: 56.10%ETFSemiconductors: 9.04%SemiconductorsInternet Content & Information: 4.03%Aerospace & Defense: 3.75%Software - Infrastructure: 3.42%Agricultural Inputs: 2.33%Specialty Retail: 2.10%40 more: 15.43%40 more
ETF
ETF
56.10%
Semiconductors
Technology
9.04%
Internet Content & Information
Communication Services
4.03%
Aerospace & Defense
Industrials
3.75%
Software - Infrastructure
Technology
3.42%
Agricultural Inputs
Basic Materials
2.33%
Specialty Retail
Consumer Cyclical
2.10%
Renewable Utilities
Utilities
1.75%
Financial - Credit Services
Financial Services
1.66%
Asset Management
Financial Services
1.58%
Software - Application
Technology
1.14%
REIT - Industrial
Real Estate
1.13%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 15.28%Mega Cap (> $200B)Large Cap ($10B - $200B): 13.12%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 10.37%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 1.21%Micro Cap ($50M - $300M): 0.08%Nano Cap (< $50M): 0.04%N/A (ETF or Unknown): 59.91%N/A (ETF or Unknown)
Mega Cap (> $200B)
15.28%
Large Cap ($10B - $200B)
13.12%
Mid Cap ($2B - $10B)
10.37%
Small Cap ($300M - $2B)
1.21%
Micro Cap ($50M - $300M)
0.08%
Nano Cap (< $50M)
0.04%
N/A (ETF or Unknown)
59.91%

Portfolio Concentration

Top 10 Holdings %
42.44%
Top 20 Holdings %
62.41%
Top 50 Holdings %
87.01%
Top 100 Holdings %
97.78%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
84.03%
International
15.97%
Countries
8
Largest Int'l Market
Israel - 14.57%
United States of America
84.03% ($6.1B)
195 holdings
Israel
14.57% ($1.1B)
26 holdings
Ireland
0.66% ($47.7M)
3 holdings
Luxembourg
0.26% ($18.8M)
1 holdings
Australia
0.21% ($15.0M)
1 holdings
Singapore
0.16% ($11.4M)
2 holdings
Uruguay
0.09% ($6.4M)
1 holdings
Canada
0.03% ($2.1M)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
26.4 quarters
Avg. Top 20
24 quarters
Avg. All Positions
14.4 quarters
Median Holding Period
13 quarters
Persistence Rate
74.46%
Persistent Holdings Weight
95.98%
Persistent Positions
172
Longest Held
Viatris Inc. Common Stock logo
Viatris Inc. Common StockVTRS - 31 quarters

Position Sizing & Influence

Current Quarter

Largest Ownership Stake
TAT Technologies Ltd logo
TAT Technologies LtdTATT - 10.30%
Avg. Ownership Stake
0.73%
Ownership Stake >5%
1
Ownership Stake >1%
9

Historical (Since Q4 2017)

Avg. Ownership Stake
0.52%
Largest Ownership Stake
DarioHealth Corp. Common Stock logo
DarioHealth Corp. Common StockDRIO - 13.53% (Q4 2018)

Portfolio Turnover

Current Quarter

Turnover Ratio
8.2%
Value Traded
$597.16M
Positions Added
18
Positions Exited
11

Historical (Since Q4 2017)

Avg. Turnover Ratio
20.2%
Avg. Positions Added
42
Avg. Positions Exited
55
Highest Turnover
50.0%
Q4 2017
Lowest Turnover
8.2%
Q3 2025

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