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Eli Schwartz/Haggai Schreiber

@Phoenix Financial Ltd.

Latest period2024 - Q3ReportedManaged Assets$6.77BTotal holdings359
Assets growth rate3.07%Assets growth rate (2-Q avg)-3.09%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Phoenix Financial Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 359 positions.

Assets under management

The assets under management (AUM) of Phoenix Financial Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.77B in assets, with a quarterly growth rate of 3.07% and a 2-quarter average growth rate of -3.09%. The portfolio is managed by Eli Schwartz/Haggai Schreiber, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.17%
8.11%
$548.791M
12.109M shares@ $45.32 avg price
NICENice Ltd
Recent Activity
Increased 20.23%
4.89%
$330.998M
1.811M shares@ $182.78 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 22.68%
3.97%
$268.6M
1.441M shares@ $186.38 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 29.62%
3.85%
$260.411M
1.691M shares@ $154.02 avg price
TSEMTower Semiconductor Ltd
Recent Activity
Increased 11.63%
2.52%
$170.59M
3.854M shares@ $44.26 avg price
IXNIshares Tr
Recent Activity
Increased 181%
2.28%
$153.753M
1.863M shares@ $82.53 avg price
MLPXGlobal X Fds
Recent Activity
Increased 329.05%
2.09%
$141.287M
2.596M shares@ $54.43 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 23.4%
2.05%
$138.441M
1.668M shares@ $83.0 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1987.98%
1.94%
$130.667M
429,058 shares@ $304.55 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.68%
1.88%
$127.062M
221,866 shares@ $572.7 avg price