HIIFS

Harel Insurance Investments & Financial Services Portfolio holdings

AUM $8.74B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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 +$67.9M
2 +$64.7M
3 +$62.3M
4
WMT icon
Walmart
WMT
+$62.1M
5
MS icon
Morgan Stanley
MS
+$61.7M

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
801
-4,000
802
-992
803
-24,914
804
-20,000
805
-1,715