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
626
$15K ﹤0.01%
266
627
$14K ﹤0.01%
20
-270
628
$13K ﹤0.01%
+500
629
$13K ﹤0.01%
+360
630
$13K ﹤0.01%
48
+29
631
$12K ﹤0.01%
+120
632
$12K ﹤0.01%
200
633
$12K ﹤0.01%
255
634
$11K ﹤0.01%
15
-1,685
635
$11K ﹤0.01%
157
-1,691
636
$11K ﹤0.01%
74
-40
637
$10K ﹤0.01%
20
-175
638
$9K ﹤0.01%
+300
639
$8K ﹤0.01%
30
+3
640
$8K ﹤0.01%
+146
641
$8K ﹤0.01%
1,075
-13,603
642
$8K ﹤0.01%
+150
643
$7K ﹤0.01%
51
-1,342
644
$7K ﹤0.01%
+81
645
$7K ﹤0.01%
+58
646
$7K ﹤0.01%
+55
647
$7K ﹤0.01%
+373
648
$6K ﹤0.01%
+60
649
$6K ﹤0.01%
530
+72
650
$5K ﹤0.01%
22
-1,500
24 25
26
27 28