HIIFS
Harel Insurance Investments & Financial Services Portfolio holdings
AUM
$8.74B
1-Year Return
18.06%
This Quarter Return
-2.25%
1 Year Return
+18.06%
3 Year Return
+63.48%
5 Year Return
+136.91%
10 Year Return
–
AUM
$5.07B
AUM Growth
+$1.01B
(+25%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
24.55%
Top 10 Holdings %
Top 10 Hldgs %
42.13%
Holding
798
New
115
Increased
181
Reduced
293
Closed
114
Top Buys
| 1 |
Teva Pharmaceuticals
TEVA
|
+$283M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$112M |
| 3 |
Palo Alto Networks
PANW
|
+$101M |
| 4 |
Microsoft
MSFT
|
+$96.5M |
| 5 |
Apple
AAPL
|
+$78.3M |
Top Sells
| 1 |
Mastercard
MA
|
+$26.9M |
| 2 |
Visa
V
|
+$26M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$17.7M |
| 4 |
Amdocs
DOX
|
+$12.1M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$10.2M |
Sector Composition
| 1 | Technology | 18.74% |
| 2 | Healthcare | 7.67% |
| 3 | Communication Services | 4.33% |
| 4 | Industrials | 3.62% |
| 5 | Consumer Discretionary | 3.06% |
