PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2022
Top Holdings287 positions
Health Care Select Sector SPDR Fund | 3.2M | $429.1M | 8.3% | $120.72 | +5.76% | 12 qtrssince 2020-Q1 | Increased 82 |
Financial Select Sector SPDR Fund | 8.4M | $288.7M | 5.6% | $30.88 | +4.25% | 13 qtrssince 2019-Q4 | Increased 97 |
INVESCO EXCH TRADED FD TR II | 5.2M | $269.1M | 5.2% | $53.62 | -11.89% | 7 qtrssince 2021-Q2 | Increased 78 |
Teva Pharmaceutical Industries | 22.2M | $202.1M | 3.9% | $8.90 | +2.48% | 14 qtrssince 2019-Q3 | Increased 60 |
VANECK ETF TRUST | 2.2M | $170.6M | 3.3% | $70.45 | +2.10% | 4 qtrssince 2022-Q1 | Decreased 0 |
Wells Fargo & Co | 3.9M | $162M | 3.1% | $38.34 | -2.05% | 7 qtrssince 2021-Q2 | Increased 67 |
iShares MSCI China ETF | 3.4M | $160.6M | 3.1% | $43.60 | 0.00% | 1 qtr | New 84 |
JPMorgan Chase & Co | 1.1M | $143.9M | 2.8% | $120.01 | +2.33% | 14 qtrssince 2019-Q3 | Increased 84 |
Amcor PLC | 11.9M | $140M | 2.7% | $47.56 | +10.41% | 2 qtrssince 2022-Q3 | Increased 59 |
GLOBAL X FDS | 6.4M | $132.5M | 2.6% | $28.80 | -28.14% | 9 qtrssince 2020-Q4 | Decreased 0 |
SPDR S&P Biotech ETF | 1.5M | $123.8M | 2.4% | $102.19 | -19.21% | 6 qtrssince 2021-Q3 | Increased 76 |
Hess Corp | 798,797 | $113.3M | 2.2% | — | — | 4 qtrssince 2022-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 959,800 | $113.1M | 2.2% | $37.74 | 0.00% | 1 qtr | New 78 |
Visa Inc | 538,525 | $111.9M | 2.2% | $189.55 | +6.52% | 14 qtrssince 2019-Q3 | Increased 82 |
Consumer Discretionary Select Sector SPDR Fund | 806,104 | $104.1M | 2.0% | $68.81 | -9.08% | 2 qtrssince 2022-Q3 | Unchanged 0 |
Microsoft Corp | 399,331 | $95.8M | 1.9% | $204.47 | +13.83% | 14 qtrssince 2019-Q3 | Decreased 0 |
Thermo Fisher Scientific Inc | 171,052 | $94.2M | 1.8% | $516.67 | +5.35% | 4 qtrssince 2022-Q1 | Increased 65 |
ICL GROUP LTD | 12.4M | $90.4M | 1.8% | $6.67 | -4.94% | 11 qtrssince 2020-Q2 | Increased 51 |
GLOBAL X FDS | 2.1M | $85.4M | 1.7% | $34.48 | 0.00% | 1 qtr | New 68 |
AstraZeneca PLC | 1.2M | $84M | 1.6% | $102.94 | +24.12% | 9 qtrssince 2020-Q4 | Decreased 0 |
Phoenix Financial Ltd. manages $5.2B across 287 positions as of Q4 2022. Top holdings: XLV (8.3%), XLF (5.6%), KBWB (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 31 new positions, 87 exits, 101 increased. Top move: XLF (INCREASED, conviction 97). Portfolio: $5.2B across 287 positions.
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Portfolio allocation by GICS sector
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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
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