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
$5.3B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$136M
3
+$82.1M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$81.6M
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$77.4M

Top Sells

1
+$282M
2
+$178M
3
+$117M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$98.2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$86.8M

Sector Composition

1 Technology 27.17%
2 Financials 20.13%
3 Industrials 11.58%
4 Consumer Discretionary 8.18%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$74K ﹤0.01%
977
-412
627
$73K ﹤0.01%
363
-1,348
628
$73K ﹤0.01%
1,120
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629
$72K ﹤0.01%
+600
630
$72K ﹤0.01%
480
631
$71K ﹤0.01%
340
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632
$68K ﹤0.01%
+600
633
$66K ﹤0.01%
800
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634
$61K ﹤0.01%
3,248
-1,552
635
$59K ﹤0.01%
1,850
636
$58K ﹤0.01%
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637
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60
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638
$54K ﹤0.01%
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-50
639
$52K ﹤0.01%
1,434
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640
$49K ﹤0.01%
100
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643
$47K ﹤0.01%
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$47K ﹤0.01%
2,108
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$46K ﹤0.01%
33
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$44K ﹤0.01%
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647
$43K ﹤0.01%
+1,300
648
$42K ﹤0.01%
654
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649
$42K ﹤0.01%
+150
650
$40K ﹤0.01%
64
-18
24 25
26
27 28