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
$5.31B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$42.7M
3
+$31.3M
4
SPNS icon
Sapiens International
SPNS
+$16.6M
5
JCI icon
Johnson Controls International
JCI
+$15M

Top Sells

1
+$66.5M
2
+$31.2M
3
+$24M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.85M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.87M

Sector Composition

1 Technology 16.25%
2 Communication Services 4.06%
3 Consumer Discretionary 3.65%
4 Industrials 3.31%
5 Financials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
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$0 ﹤0.01%
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