HIIFS
Harel Insurance Investments & Financial Services Portfolio holdings
AUM
$8.74B
This Quarter Return
-15.09%
1 Year Return
+18.06%
3 Year Return
+63.48%
5 Year Return
+136.91%
10 Year Return
–
AUM
$2.13B
AUM Growth
+$2.13B
(-7.2%)
Cap. Flow
+$231M
Cap. Flow
% of AUM
10.81%
Top 10 Holdings %
Top 10 Hldgs %
41.94%
Holding
556
New
89
Increased
88
Reduced
182
Closed
123
Top Buys
| 1 |
Amazon
AMZN
|
$71.2M |
| 2 |
Adobe
ADBE
|
$39M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$31.7M |
| 4 |
Salesforce
CRM
|
$27M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$26.7M |
Top Sells
| 1 |
Vanguard Materials ETF
VAW
|
$43.7M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$35.4M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$31.9M |
| 4 |
Intercontinental Exchange
ICE
|
$29.9M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$26M |
Sector Composition
| 1 | Technology | 29.24% |
| 2 | Industrials | 11.22% |
| 3 | Financials | 8.47% |
| 4 | Healthcare | 6.89% |
| 5 | Consumer Discretionary | 5.54% |