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
$3.84B
AUM Growth
-$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$131M
3
+$44.5M
4
AMZN icon
Amazon
AMZN
+$13.4M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.1M

Top Sells

1
+$94.7M
2
+$65.4M
3
+$46.7M
4
UNP icon
Union Pacific
UNP
+$39.7M
5
LMT icon
Lockheed Martin
LMT
+$32.3M

Sector Composition

1 Technology 29.03%
2 Financials 22.89%
3 Industrials 13.25%
4 Consumer Discretionary 7.31%
5 Healthcare 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$30K ﹤0.01%
+324
577
$29K ﹤0.01%
224
578
$29K ﹤0.01%
+5,409
579
$29K ﹤0.01%
800
580
$29K ﹤0.01%
678
581
$29K ﹤0.01%
+2,368
582
$29K ﹤0.01%
580
-16
583
$29K ﹤0.01%
2,450
+650
584
$29K ﹤0.01%
503
-86
585
$28K ﹤0.01%
+1,420
586
$28K ﹤0.01%
+579
587
$28K ﹤0.01%
474
588
$28K ﹤0.01%
+1,932
589
$28K ﹤0.01%
+423
590
$28K ﹤0.01%
176
-92
591
$28K ﹤0.01%
365
-200
592
$28K ﹤0.01%
600
593
$27K ﹤0.01%
68
594
$27K ﹤0.01%
+1,381
595
$27K ﹤0.01%
+1,077
596
$27K ﹤0.01%
+536
597
$27K ﹤0.01%
321
+52
598
$27K ﹤0.01%
1,088
-23
599
$26K ﹤0.01%
+248
600
$26K ﹤0.01%
+334
22 23
24
25 26