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
151
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9,901
-810
152
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21,300
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153
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154
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156
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157
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162
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169
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26,435
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174
$803K 0.02%
10,876
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175
$799K 0.02%
32,220
+9,050
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7
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