PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q1 2022
Top Holdings404 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEALTH CARE SELECT SECTOR SPDR | 2.6M | $361.1M | 6.1% | $120.61 | +7.80% | 9 qtrssince 2020-Q1 | Increased 61 |
GLOBAL X FDS | 7.7M | $241.9M | 4.1% | $29.75 | +3.89% | 6 qtrssince 2020-Q4 | Increased 57 |
INVESCO EXCH TRADED FD TR II | 3M | $190M | 3.2% | $58.56 | +0.34% | 4 qtrssince 2021-Q2 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 16.7M | $156.8M | 2.6% | $9.04 | +3.73% | 11 qtrssince 2019-Q3 | Increased 57 |
ISHARES TR | 2.5M | $146.9M | 2.5% | $62.90 | -5.11% | 6 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 440,986 | $136.1M | 2.3% | $199.77 | +52.33% | 11 qtrssince 2019-Q3 | Increased 60 |
HESS CORP | 1.1M | $119.8M | 2.0% | — | — | 1 qtr | New 78 |
SUNRUN INC | 3.7M | $113.9M | 1.9% | $49.73 | -37.74% | 10 qtrssince 2019-Q4 | Increased 58 |
ASTRAZENECA PLC | 1.7M | $113.8M | 1.9% | $103.01 | +18.86% | 6 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 34,000 | $111M | 1.9% | $165.14 | +0.71% | 6 qtrssince 2020-Q4 | Decreased 0 |
SALESFORCE.COM INC | 509,919 | $108.3M | 1.8% | $230.54 | -7.89% | 9 qtrssince 2020-Q1 | Increased 59 |
WALMART INC | 697,816 | $104.2M | 1.8% | $44.00 | +8.19% | 9 qtrssince 2020-Q1 | Increased 53 |
ZIM INTEGRATED SHIPPING SERV | 1.2M | $100.6M | 1.7% | $11.36 | +120.74% | 5 qtrssince 2021-Q1 | Decreased 0 |
FMC CORP | 711,887 | $93.9M | 1.6% | $98.25 | +18.19% | 2 qtrssince 2021-Q4 | Increased 55 |
SOLAREDGE TECHNOLOGIES INC | 271,066 | $87.4M | 1.5% | $195.20 | +60.98% | 11 qtrssince 2019-Q3 | Increased 58 |
WELLS FARGO & CO | 1.8M | $86.3M | 1.5% | $40.39 | +7.11% | 4 qtrssince 2021-Q2 | Increased 53 |
SONY CORP-SPONSORED ADR | 822,668 | $84.5M | 1.4% | $16.80 | +22.77% | 11 qtrssince 2019-Q3 | Increased 52 |
| 1M | $84.3M | 1.4% | — | — | — | Increased — | |
| 1.8M | $82.6M | 1.4% | — | — | — | Increased — | |
REAL ESTATE SELECT SECTOR SPDR FUND ETF | 1.6M | $76.6M | 1.3% | $38.61 | +10.90% | 4 qtrssince 2021-Q2 | Decreased 0 |
Phoenix Financial Ltd. manages $5.9B across 404 positions as of Q1 2022. Top holdings: XLV (6.1%), BUG (4.1%), KBWB (3.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 81 new positions, 57 exits, 105 increased. Top move: HES (NEW, conviction 78). Portfolio: $5.9B across 404 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer