Harel Insurance Investments & Financial Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$213M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$106M |
| 3 |
State Street SPDR S&P Biotech ETF
XBI
|
+$86.3M |
| 4 |
Microsoft
MSFT
|
+$50.7M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$50.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$157M |
| 2 |
State Street SPDR S&P Metals & Mining ETF
XME
|
+$118M |
| 3 |
Visa
V
|
+$99.6M |
| 4 |
Bank of America
BAC
|
+$88.2M |
| 5 |
Goldman Sachs
GS
|
+$83.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.26% |
| 2 | Industrials | 9.34% |
| 3 | Consumer Discretionary | 4.37% |
| 4 | Healthcare | 3.27% |
| 5 | Communication Services | 3.22% |
Similar funds
Harel Insurance Investments & Financial Services's Q2 2022 Portfolio in Review
As of Q2 2022, Harel Insurance Investments & Financial Services held 820 positions worth $4.75B, down 22% from $6.11B the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Harel Insurance Investments & Financial Services withdrew a net $212M in Q2 2022, closing 114 positions and reducing 308 holdings. Its most notable exit was WisdomTree Emerging Markets ex-State-Owned Enterprises Fund, an estimated $157M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 21% a quarter earlier, followed by Industrials and Consumer Discretionary.
Against the trend, Harel Insurance Investments & Financial Services opened a new position in Marvell Technology worth $38M.
- Harel Insurance Investments & Financial Services's largest Q2 2022 buy was Marvell Technology: 873,025 shares worth $38M.
- Harel Insurance Investments & Financial Services added most to State Street Financial Select Sector SPDR ETF in Q2 2022, an estimated $213M increase.
- Harel Insurance Investments & Financial Services's biggest Q2 2022 reduction was State Street SPDR S&P Metals & Mining ETF, cutting an estimated $118M.
- Harel Insurance Investments & Financial Services fully exited WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2022, selling an estimated $157M.
- Harel Insurance Investments & Financial Services's ten largest holdings make up 38% of its $4.75B portfolio in Q2 2022.
- Harel Insurance Investments & Financial Services opened 117 new positions and closed 114 in Q2 2022.
- Harel Insurance Investments & Financial Services's portfolio value fell 22% quarter-over-quarter to $4.75B.
Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.