HIIFS

Harel Insurance Investments & Financial Services Portfolio holdings

AUM $11.5B
1-Year Est. Return 36.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.21B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
806
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$60.5M
3
+$59.9M
4
C icon
Citigroup
C
+$50.6M
5
MS icon
Morgan Stanley
MS
+$49.8M

Top Sells

1
+$94M
2
+$86.6M
3
+$58.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$39.1M
5
AMZN icon
Amazon
AMZN
+$37.8M

Sector Composition

1 Technology 28.29%
2 Financials 16.49%
3 Industrials 10.33%
4 Consumer Discretionary 8.11%
5 Healthcare 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$51K ﹤0.01%
1,139
+42
602
$49K ﹤0.01%
2,079
603
$49K ﹤0.01%
+515
604
$48K ﹤0.01%
+28
605
$48K ﹤0.01%
1,000
606
$47K ﹤0.01%
514
607
$47K ﹤0.01%
1,562
608
$47K ﹤0.01%
+792
609
$46K ﹤0.01%
1,844
610
$43K ﹤0.01%
+123
611
$43K ﹤0.01%
245
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612
$41K ﹤0.01%
+1,064
613
$41K ﹤0.01%
175
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614
$40K ﹤0.01%
82
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615
$39K ﹤0.01%
168
+25
616
$39K ﹤0.01%
+250
617
$38K ﹤0.01%
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618
$38K ﹤0.01%
135
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619
$38K ﹤0.01%
146
+20
620
$37K ﹤0.01%
140
-1,080
621
$37K ﹤0.01%
95
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622
$37K ﹤0.01%
136
+20
623
$36K ﹤0.01%
255
+35
624
$36K ﹤0.01%
79
+10
625
$36K ﹤0.01%
250
-375
23 24
25
26 27