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
$5.16B
AUM Growth
-$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$98.2M
2
+$80.6M
3
+$70M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$67.8M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$55M

Top Sells

1
+$402M
2
+$140M
3
+$127M
4
NICE icon
Nice
NICE
+$108M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$79.4M

Sector Composition

1 Technology 13.66%
2 Communication Services 4.72%
3 Financials 3.23%
4 Consumer Discretionary 3%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K ﹤0.01%
+293
477
$11K ﹤0.01%
465
-77,742
478
$11K ﹤0.01%
290
479
$11K ﹤0.01%
87
480
$11K ﹤0.01%
600
481
$11K ﹤0.01%
1,131
+66
482
$11K ﹤0.01%
400
-128
483
$10K ﹤0.01%
469
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484
$10K ﹤0.01%
1,466
-1,049
485
$10K ﹤0.01%
280
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486
$10K ﹤0.01%
60
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487
$10K ﹤0.01%
59
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488
$10K ﹤0.01%
1,140
-344
489
$10K ﹤0.01%
271
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490
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491
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128
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493
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400
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495
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1,452
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496
$9K ﹤0.01%
551
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497
$9K ﹤0.01%
782
-25
498
$9K ﹤0.01%
103
499
$8K ﹤0.01%
208
500
$8K ﹤0.01%
246
-128
18 19
20
21 22