PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2021
Top Holdings380 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEALTH CARE SELECT SECTOR SPDR | 2.6M | $364.6M | 6.0% | $120.44 | +10.07% | 8 qtrssince 2020-Q1 | Increased 70 |
GLOBAL X FDS | 7.6M | $242.7M | 4.0% | $29.74 | +5.99% | 5 qtrssince 2020-Q4 | Increased 89 |
ISHARES TR | 2.5M | $208.8M | 3.4% | $62.90 | +25.97% | 5 qtrssince 2020-Q4 | Increased 63 |
INVESCO EXCH TRADED FD TR II | 3M | $203.9M | 3.4% | $58.56 | +3.12% | 3 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 380,591 | $128.1M | 2.1% | $183.18 | +79.23% | 10 qtrssince 2019-Q3 | Increased 52 |
ZIM INTEGRATED SHIPPING SERV | 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% | $165.14 | +2.12% | 5 qtrssince 2020-Q4 | Increased 57 |
TEVA PHARMACEUTICAL-SP ADR | 15.2M | $121.7M | 2.0% | $9.01 | -12.31% | 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 | 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-SPONSORED ADR | 749,701 | $94.8M | 1.6% | $16.42 | +49.90% | 10 qtrssince 2019-Q3 | Decreased 0 |
LENNAR CORP-A | 792,577 | $92.1M | 1.5% | $67.37 | +55.02% | 10 qtrssince 2019-Q3 | Increased 59 |
RADWARE LTD | 2.2M | $92M | 1.5% | $28.59 | +46.01% | 10 qtrssince 2019-Q3 | Increased 61 |
WALMART INC | 627,277 | $91M | 1.5% | $43.59 | +3.92% | 8 qtrssince 2020-Q1 | Increased 49 |
SPDR S&P BIOTECH ETF | 799,505 | $89.5M | 1.5% | $121.39 | -7.21% | 2 qtrssince 2021-Q3 | Increased 63 |
REAL ESTATE SELECT SECTOR SPDR FUND ETF | 1.7M | $87.7M | 1.4% | $38.61 | +16.67% | 3 qtrssince 2021-Q2 | Decreased 0 |
TOWER SEMICONDUCTOR LTD | 2.2M | $87.4M | 1.4% | $24.39 | +60.66% | 10 qtrssince 2019-Q3 | Increased 49 |
META PLATFORMS INC-CLASS A | 224,830 | $75.9M | 1.3% | $310.96 | +9.97% | 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 Rating: 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
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