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
$4.88B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$82.2M
2
+$72.4M
3
+$63.7M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$61.5M
5
KBWP icon
Invesco KBW Property & Casualty Insurance ETF
KBWP
+$33.7M

Top Sells

1
+$84.1M
2
+$66.2M
3
+$45.1M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$42.8M
5
NVDA icon
NVIDIA
NVDA
+$33.3M

Sector Composition

1 Technology 24.37%
2 Healthcare 5.73%
3 Industrials 5.02%
4 Communication Services 3.54%
5 Financials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
5
723
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724
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725
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