PFPhoenix Financial Ltd.
Institutional investor · Portfolio as of Q4 2022
Top Holdings287 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEALTH CARE SELECT SECTOR SPDR | 3.2M | $429.1M | 8.3% | $122.87 | +5.20% | 12 qtrssince 2020-Q1 | Increased 82 |
FINANCIAL SELECT SECTOR SPDR | 8.4M | $288.7M | 5.6% | $31.26 | +4.26% | 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-SP ADR | 22.2M | $202.1M | 3.9% | $8.83 | +3.29% | 14 qtrssince 2019-Q3 | Increased 60 |
VANECK ETF TRUST | 2.2M | $170.6M | 3.3% | $72.40 | +1.08% | 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 TR | 3.4M | $160.6M | 3.1% | $43.89 | 0.00% | 1 qtr | New 84 |
JPMORGAN CHASE & CO | 1.1M | $143.9M | 2.8% | $121.06 | +2.42% | 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% | $29.06 | -28.78% | 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% | $38.02 | 0.00% | 1 qtr | New 78 |
VISA INC-CLASS A SHARES | 538,525 | $111.9M | 2.2% | $189.55 | +6.52% | 14 qtrssince 2019-Q3 | Increased 82 |
CONSUMER DISCRETIONARY SELT | 806,104 | $104.1M | 2.0% | $70.63 | -10.87% | 2 qtrssince 2022-Q3 | Unchanged 0 |
MICROSOFT CORP | 399,331 | $95.8M | 1.9% | $207.54 | +12.85% | 14 qtrssince 2019-Q3 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 171,052 | $94.2M | 1.8% | $524.26 | +4.11% | 4 qtrssince 2022-Q1 | Increased 65 |
ICL GROUP LTD | 12.4M | $90.4M | 1.8% | $7.04 | -7.54% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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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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