HIIFS

Harel Insurance Investments & Financial Services Portfolio holdings

AUM $11.1B
1-Year Est. Return 23.6%
This Quarter Est. Return
1 Year Est. Return
+23.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$436M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$86.1M
3
+$50M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$46.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$43.8M

Top Sells

1
+$28M
2
+$18.3M
3
+$15.8M
4
BHI
Baker Hughes
BHI
+$5.01M
5
JPM icon
JPMorgan Chase
JPM
+$4.86M

Sector Composition

1 Financials 11.82%
2 Healthcare 8.66%
3 Energy 5.39%
4 Technology 4.9%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K ﹤0.01%
+278
352
$15K ﹤0.01%
+900
353
$15K ﹤0.01%
+680
354
$15K ﹤0.01%
+140
355
$15K ﹤0.01%
287
-56,325
356
$14K ﹤0.01%
+220
357
$14K ﹤0.01%
+130
358
$14K ﹤0.01%
90
359
$14K ﹤0.01%
+172
360
$14K ﹤0.01%
224
361
$14K ﹤0.01%
+200
362
$14K ﹤0.01%
+3,200
363
$13K ﹤0.01%
110
364
$13K ﹤0.01%
370
365
$13K ﹤0.01%
+105
366
$13K ﹤0.01%
+660
367
$13K ﹤0.01%
+250
368
$13K ﹤0.01%
1,000
369
$12K ﹤0.01%
902
-1,823
370
$12K ﹤0.01%
126
371
$12K ﹤0.01%
240
372
$12K ﹤0.01%
+210
373
$12K ﹤0.01%
+125
374
$12K ﹤0.01%
+600
375
$12K ﹤0.01%
370
13 14
15
16 17