PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q3 2019
Top Holdings190 positions
TOWER SEMICONDUCTOR LTD SHS NEW | 3.3M | $60.5M | 2.9% | $19.24 | 0.00% | 1 qtr | First report 0 |
MYLAN NV | 3M | $56.5M | 2.7% | — | — | 1 qtr | First report 0 |
SOLAREDGE TECHNOLOGIES INC COM | 653,602 | $52.2M | 2.5% | $82.08 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc. | 41,834 | $48.6M | 2.3% | $60.38 | 0.00% | 1 qtr | First report 0 |
ORMAT TECHNOLOGIES INC COM | 668,710 | $47.5M | 2.3% | $71.25 | 0.00% | 1 qtr | First report 0 |
Philip Morris International Inc. | 511,478 | $37.4M | 1.8% | $53.78 | 0.00% | 1 qtr | First report 0 |
TEVA PHARMACEUTICAL INDS LTD | 5.2M | $34.3M | 1.6% | $6.88 | 0.00% | 1 qtr | First report 0 |
RADWARE LTD ORD | 1.5M | $34.3M | 1.6% | $24.36 | 0.00% | 1 qtr | First report 0 |
ENCANA CORP | 7.6M | $33.6M | 1.6% | — | — | 1 qtr | First report 0 |
VODAFONE GROUP PLC NEW | 1.7M | $32.9M | 1.6% | $12.69 | 0.00% | 1 qtr | First report 0 |
MOSAIC CO NEW | 1.7M | $32.8M | 1.6% | $17.98 | 0.00% | 1 qtr | First report 0 |
BRISTOL-MYERS SQUIBB CO | 655,000 | $31.7M | 1.5% | $38.84 | 0.00% | 1 qtr | First report 0 |
CHECK POINT SOFTWARE TECH LT | 301,999 | $31.5M | 1.5% | $108.17 | 0.00% | 1 qtr | First report 0 |
Meta Platforms Inc | 181,694 | $30.9M | 1.5% | $176.39 | 0.00% | 1 qtr | First report 0 |
Oracle Corp. | 584,526 | $30.7M | 1.5% | $49.74 | 0.00% | 1 qtr | First report 0 |
CAESARSTONE LTD | 1.9M | $30M | 1.4% | $15.54 | 0.00% | 1 qtr | First report 0 |
BP PLC | 814,832 | $29.5M | 1.4% | $26.00 | 0.00% | 1 qtr | First report 0 |
PBF ENERGY INC | 1.1M | $29.2M | 1.4% | $23.62 | 0.00% | 1 qtr | First report 0 |
ISHARES U.S. HEALTHCARE PROVIDERS ETF | 188,202 | $29.1M | 1.4% | $30.34 | 0.00% | 1 qtr | First report 0 |
NOBLE ENERGY INC | 1.3M | $28.3M | 1.3% | — | — | 1 qtr | First report 0 |
Phoenix Financial Ltd. manages $2.1B across 190 positions as of Q3 2019. Top holdings: TSEM (2.9%), MYL (2.7%), SEDG (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 190 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $2.1B across 190 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR