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
$4.75B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$102M
3
+$85.4M
4
MSFT icon
Microsoft
MSFT
+$48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$46.9M

Top Sells

1
+$157M
2
+$95M
3
+$94.4M
4
GS icon
Goldman Sachs
GS
+$79.3M
5
BAC icon
Bank of America
BAC
+$76.2M

Sector Composition

1 Technology 26.26%
2 Industrials 9.34%
3 Consumer Discretionary 4.37%
4 Healthcare 3.27%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$38K ﹤0.01%
+500
552
$37K ﹤0.01%
1,288
-594
553
$37K ﹤0.01%
+6,738
554
$37K ﹤0.01%
+675
555
$37K ﹤0.01%
+700
556
$37K ﹤0.01%
2,100
557
$36K ﹤0.01%
+161
558
$36K ﹤0.01%
1,050
-24
559
$36K ﹤0.01%
474
560
$36K ﹤0.01%
1,000
561
$36K ﹤0.01%
103
-26
562
$36K ﹤0.01%
+647
563
$36K ﹤0.01%
489
-222
564
$35K ﹤0.01%
+2,575
565
$35K ﹤0.01%
400
566
$35K ﹤0.01%
2,000
+780
567
$35K ﹤0.01%
525
-20,078
568
$34K ﹤0.01%
600
+200
569
$34K ﹤0.01%
2,472
-764
570
$34K ﹤0.01%
205
-157
571
$34K ﹤0.01%
921
+159
572
$33K ﹤0.01%
10,502
+2,688
573
$33K ﹤0.01%
1,600
574
$33K ﹤0.01%
485
+71
575
$33K ﹤0.01%
700
21 22
23
24 25