Company Meitav Investment House Ltd

Equities

MTAV

IL0010818438

Investment Management & Fund Operators

Business Summary

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Members of the board

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Sales per Business

Sector Other Investment Management & Fund Operators

Delayed TEL AVIV STOCK EXCHANGE Other stock markets 07:24:09 2024-04-25 am EDT			5-day change	1st Jan Change
1,646 ^ILa	-1.20%		-3.06%	+15.19%

Mar. 14	Meitav Investment House Ltd Reports Earnings Results for the Full Year Ended December 31, 2023	CI
2023	Meitav Investment House Ltd Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2023	CI

Meitav Dash Investments Ltd, formerly Meitav DS Investments Ltd, is an Israel-based investment house company. The Company serves private, business and institutional clients, with a range of savings and investments products that are tailored made. Its products and services include Portfolio Management; Mutual Funds, investing in a number of asset classes channels in Israel and abroad; Pension Savings such as Provident and Pension Funds, Meitav Dash Comprehensive Pension, designed for the employee or self-employed persons, and Meitav Dashâ Pension designed for high-salary recipients and self-employed persons; Institutional Brokerage and Trading Services; Global Funds, engaged in distributing third party Global Investment Houses and Funds to the Israeli institutional and retail markets; Risk Management, Trust Services, and Online Trading.

Number of employees: 1,032

ILS in Million	2021	Weight	2022	Weight	Delta
Medium & Long Term Saving Management 34.1 %	339	30.5 %	407	34.1 %	+20.06%
Current Savings Management 31.1 %	371	33.4 %	371	31.1 %	0.00%
Non-Bank Credit 16.7 %	188	16.9 %	199	16.7 %	+5.85%
Stock Exchange Brokerage 9.7 %	115	10.3 %	116	9.7 %	+0.87%
Others 8.3 %	99	8.9 %	99	8.3 %	0.00%

ILS in Million	2021	Weight	2022	Weight	Delta
Israel 100.0 %	1,112	100.0 %	1,192	100.0 %	+7.19%

Managers	Title	Age	Since
Ilan Raviv CEO	Chief Executive Officer	62	10-03-31
Sara Einat Rom DFI	Director of Finance/CFO	57	14-04-08
Liat Melamed-Palatchi CTO	Chief Tech/Sci/R&D Officer	44	22-09-14
Avner Stepak BRD	Director/Board Member	49	95-12-31
Liby Snovski AUD	Comptroller/Controller/Auditor	43	22-05-18
Amnon Golan SAM	Sales & Marketing	50	21-10-04
Omer Milwidsky PRN	Corporate Officer/Principal	44	15-03-23
Guy Mani PRN	Corporate Officer/Principal	46	18-10-31
Keren Dykman HRO	Human Resources Officer	53	19-02-09
Assaf Ezra PRN	Corporate Officer/Principal	50	13-07-16

Members of the board	Title	Age	Since
Eli Barkat CHM	Chairman	60	10-02-14
Zvi Stepak FOU	Founder	77	78-12-31
Avraham Basher BRD	Director/Board Member	67	10-02-14
Avner Stepak BRD	Director/Board Member	49	95-12-31
Johnathan Alexander Assia BRD	Director/Board Member	43	13-12-24
Shirith Kasher BRD	Director/Board Member	56	22-09-30
Shlomit Harth BRD	Director/Board Member	61	21-07-31
Arie Nachmias BRD	Director/Board Member	61	11-06-28
Lily Ayalon BRD	Director/Board Member	58	21-04-26
Dorit Tene Perchik BRD	Director/Board Member	61	22-09-30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	78,486,789	31,986,144 ( 40.75 %)	0	40.75 %

Name	Equities	%	Valuation
BRM Capital Advisors Ltd. 28.46 %	22,338,365	28.46 %	110 M ILa
Zvi Stepak 28.13 %	22,079,189	28.13 %	108 M ILa
Phoenix Provident Fund Ltd. 5.945 %	4,666,667	5.945 %	23 M ILa
MEITAV INVESTMENT HOUSE LTD 5.405 %	4,242,841	5.405 %	21 M ILa
Ilan Raviv 1.466 %	1,150,773	1.466 %	6 M ILa
Analyst IMS Mutual Funds Management (1986) Ltd. 1.323 %	1,038,334	1.323 %	5 M ILa
Avner Stepak 1.131 %	887,781	1.131 %	4 M ILa
Eran Safronubitz 0.4385 %	344,205	0.4385 %	2 M ILa
Migdal Mutual Funds Ltd. 0.3995 %	313,600	0.3995 %	2 M ILa
KSM Mutual Funds Ltd. 0.3334 %	261,675	0.3334 %	1 M ILa

Name	Equities	%	Valuation
SPDR S&P 500 ETF TRUST 0.06%	578,694	0.06%	302,697,471 $
THE SELECT SECTOR SPDR TRUST - THE HEALTH CARE SELECT SECTOR SPDR FUND 0.47%	1,303,471	0.47%	192,561,771 $
MICROSOFT CORPORATION 0.01%	375,218	0.01%	157,861,717 $
AMAZON.COM, INC. 0.01%	845,344	0.01%	152,483,151 $
META PLATFORMS, INC. 0.01%	305,285	0.01%	148,240,290 $
NVIDIA CORPORATION 0.01%	157,682	0.01%	142,475,148 $
ENLIGHT RENEWABLE ENERGY LTD 5.49%	6,470,461	5.49%	108,668,157 $
MASTERCARD, INC. 0.02%	196,840	0.02%	94,792,239 $
VISA, INC. 0.02%	338,617	0.02%	94,501,232 $
COSTCO WHOLESALE CORPORATION 0.03%	128,307	0.03%	94,001,557 $

Meitav Investment House Ltd.

Champion Tower 30 Derech Sheshet HaYamim

5120261, Bnei Braq

http://www.meitav.co.il

address Meitav Investment House Ltd(MTAV)

Name	Category and Sector
Meitav Dash Brokerage Ltd. Meitav Dash Brokerage Ltd. Investment Banks/BrokersFinance Part of Meitav Investment House Ltd., Meitav Dash Brokerage Ltd. is a leading investment house in Israel with over 221 billion NIS under management. The private company is based in Tel Aviv, Israel. The Israeli company specializes in investment management and offers personalized products and services to its clients. Founded in 1979, Meitav Dash Brokerage has decades of experience and offers a wide range of products and routes tailored to each client. The CEO is Avner Stepak.	Investment Banks/Brokers
Tachlit Indices Ltd. Tachlit Indices Ltd. Financial ConglomeratesFinance Part of Israel Discount Bank Ltd., Tachlit Indices Ltd. is an Israeli company that provides investment services. The private company is based in Bnei Braq, Israel.	Financial Conglomerates
Tachlit Financial Structures Ltd.
Meitav Dash Trade Ltd.

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