HIIFS

Harel Insurance Investments & Financial Services Portfolio holdings

AUM $8.74B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1 +$64M
2 +$38.2M
3 +$26.2M
4
V icon
Visa
V
+$20.6M
5
NDAQ icon
Nasdaq
NDAQ
+$19.9M

Top Sells

1 +$35.2M
2 +$24.9M
3 +$24.3M
4
BAC icon
Bank of America
BAC
+$22M
5
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$20.4M

Sector Composition

1 Technology 21.17%
2 Healthcare 9.43%
3 Financials 6.86%
4 Industrials 5.86%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-500
552
-10,000
553
-37
554
-630
555
-700
556
-1,400
557
-3,000