HI

Harel Insurance Investments & Financial Services Ltd.

13F
Harel Insurance Investments & Financial Services L
Last update 2021-04-27 493 Stocks (42 new)
Value $5.80 Bil Turnover 9 %
Countries:
Top Holdings: XLF(8.07%)XLV(7.72%)XLU(5.64%)PAVE(4.85%)NVMI(4.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
Harel Insurance Investments & ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLF 		Financial Select Sector SPDR
10,328,231
468080.000
+6.61%
8.070
+0.50%
1.100
+16.52%
+30.84%
46817.808
 
XLV 		Health Care Select Sector SPDR
2,909,369
448100.000
+3.04%
7.720
+0.23%
1.070
+0.79%
+10.29%
40595.418
 
XLU 		Utilities Select Sector SPDR ETF
4,050,269
327180.000
+0.13%
5.640
+0.01%
1.760
+7.51%
+24.54%
18074.904
 
PAVE 		Global X U.S. Infrastructure Development ETF
6,833,801
281280.000
0%
4.850
0%
3.330
+20.39%
+30.73%
9130.979
 
NVMI 		Nova Ltd
1,157,710
241200.000
0%
4.160
0%
3.990
-7.92%
+44.92%
5730.555
Semiconductors
XLP 		Consumer Staples Select Sector SPDR
2,883,835
239360.000
+7.25%
4.130
+0.28%
1.370
+2.13%
+12.06%
16922.622
 
XLK 		Technology Select Sector SPDR ETF
1,022,706
230880.000
+29.27%
3.980
+0.90%
0.330
+15.77%
+23.13%
73682.045
 
VHT 		Vanguard Health Care ETF
759,229
214920.000
0%
3.710
0%
1.180
+1.60%
+10.74%
18616.136
 
XLE 		The Energy Select Sector SPDR Fund
2,165,516
190080.000
-0.13%
3.280
0%
0.540
+4.41%
+11.09%
36895.418
 
XLC 		Communication Services Select Sector SPDR Fund
2,068,350
186980.000
0%
3.220
0%
1.020
+13.59%
+32.09%
19350.305
 

Harel Insurance Investments & Financial Services Ltd.'s Historical Top Holdings Breakdowns

Harel Insurance Investments & Financial Services Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-09-30Reduce
-1.49%
●
79.29 ($82.23) 84.02
$81.67
-0.69%
Reduce -80.79%
234,421
-986,150
VGT 		Vanguard Information Technology ETF2024-09-30Add
+1.32%
●
514.43 ($568.51) 606.85
$623.57
9.68%
Add 392.47%
163,993
130,693
XLK 		Technology Select Sector SPDR ETF2024-09-30Add
+0.90%
●
197.34 ($219.54) 237.68
$236.94
7.93%
Add 29.27%
1,022,706
231,565
NVDA 		NVIDIA Corp2024-09-30Add
+0.81%
●
98.91 ($118.12) 134.91
$147.71
25.05%
Add 385.53%
488,509
387,896
KRE 		SPDR S&P Regional Banking ETF2024-09-30New Buy
+0.74%
●
47.94 ($54.89) 59.23
$64.83
18.10%
New holding
757,000
757,000
XLI 		Industrial Select Sector SPDR2024-09-30Add
+0.73%
●
120.56 ($127.11) 135.44
$142.20
11.87%
Add 33.28%
1,246,701
311,306
AAPL 		Apple Inc2024-09-30Add
+0.56%
●
207.23 ($223.32) 234.82
$227.18
1.73%
Add 28.52%
624,531
138,575
FDX 		FedEx Corp2024-09-30Reduce
-0.52%
●
254.64 ($290.39) 313.52
$288.42
-0.68%
Reduce -98.74%
1,188
-92,823
XLF 		Financial Select Sector SPDR2024-09-30Add
+0.50%
●
40.84 ($43.64) 45.74
$49.27
12.91%
Add 6.61%
10,328,231
640,070
QQQM 		Invesco NASDAQ 100 ETF2024-09-30Sold Out
-0.44%
●
178.94 ($194.76) 207
$211.48
8.58%
Sold Out
0
-118,202

Harel Insurance Investments & Financial Services Ltd. Total Holding History ($B)

To

Harel Insurance Investments & Financial Services Ltd.'s Asset Allocation

To

Harel Insurance Investments & Financial Services Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Harel Insurance Investments & Financial Services Ltd.'s Hypothetical Growth since 2024-09-30

Harel Insurance Investments & Financial Services Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Harel Insurance Investments & Financial Services Ltd.'s Holdings Heat Map

Size field:

Harel Insurance Investments & Financial Services Ltd.'s Holdings Bubble Chart

Harel Insurance Investments & Financial Services Ltd. News

  • 1

Discussions on Harel Insurance Investments & Financial Services Ltd.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.