PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2021
Top Holdings380 positions
SELECT SECTOR SPDR TR | 2.6M | $364.6M | 6.0% | $118.13 | +10.37% | 8 qtrssince 2020-Q1 | Increased 70 |
GLOBAL X CYBERSECURITY ETF | 7.6M | $242.7M | 4.0% | $29.44 | +7.06% | 5 qtrssince 2020-Q4 | Increased 89 |
iShares Trust US HOME CONS ETF | 2.5M | $208.8M | 3.4% | $62.90 | +25.97% | 5 qtrssince 2020-Q4 | Increased 63 |
INVESCO KBW BANK ETF | 3M | $203.9M | 3.4% | $58.56 | +3.12% | 3 qtrssince 2021-Q2 | Decreased 0 |
Microsoft Corp. | 380,591 | $128.1M | 2.1% | $181.79 | +77.87% | 10 qtrssince 2019-Q3 | Increased 52 |
ZIM INTEGRATED SHIPPING SERV SHS | 2.1M | $123.8M | 2.0% | $11.36 | +41.84% | 4 qtrssince 2021-Q1 | Increased 55 |
Amazon.com, Inc. | 37,062 | $123.7M | 2.0% | $163.83 | +1.76% | 5 qtrssince 2020-Q4 | Increased 57 |
TEVA PHARMACEUTICAL INDS LTD | 15.2M | $121.7M | 2.0% | $9.12 | -12.20% | 10 qtrssince 2019-Q3 | Increased 55 |
ASTRAZENECA PLC | 2M | $117.9M | 1.9% | $103.01 | +4.95% | 5 qtrssince 2020-Q4 | Increased 64 |
Freeport-McMoRan Inc. | 2.5M | $105.6M | 1.7% | $17.44 | +123.75% | 10 qtrssince 2019-Q3 | Increased 62 |
SUNRUN INC COM | 3M | $103.9M | 1.7% | $54.15 | -37.20% | 9 qtrssince 2019-Q4 | Increased 50 |
SALESFORCE COM INC | 402,001 | $102.2M | 1.7% | $235.63 | +6.02% | 8 qtrssince 2020-Q1 | Increased 55 |
SONY CORP | 749,701 | $94.8M | 1.6% | $16.05 | +53.97% | 10 qtrssince 2019-Q3 | Decreased 0 |
LENNAR CORP | 792,577 | $92.1M | 1.5% | $66.31 | +55.95% | 10 qtrssince 2019-Q3 | Increased 59 |
RADWARE LTD ORD | 2.2M | $92M | 1.5% | $28.59 | +46.01% | 10 qtrssince 2019-Q3 | Increased 61 |
Walmart Inc | 627,277 | $91M | 1.5% | $43.71 | +4.06% | 8 qtrssince 2020-Q1 | Increased 49 |
STATE STREET SPDR S&P BIOTECH ETF | 799,505 | $89.5M | 1.5% | $121.39 | -7.21% | 2 qtrssince 2021-Q3 | Increased 63 |
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 1.7M | $87.7M | 1.4% | $37.30 | +18.19% | 3 qtrssince 2021-Q2 | Decreased 0 |
TOWER SEMICONDUCTOR LTD SHS NEW | 2.2M | $87.4M | 1.4% | $24.51 | +61.91% | 10 qtrssince 2019-Q3 | Increased 49 |
Meta Platforms Inc | 224,830 | $75.9M | 1.3% | $306.37 | +8.74% | 10 qtrssince 2019-Q3 | Increased 75 |
Phoenix Financial Ltd. manages $6.1B across 380 positions as of Q4 2021. Top holdings: XLV (6.0%), BUG (4.0%), ITB (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 51 new positions, 81 exits, 108 increased. Top move: BUG (INCREASED, conviction 89). Portfolio: $6.1B across 380 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR