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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
TECKTeck Resources Ltd
Recent Activity
Decreased -53.37%
0.74%
$49.979M
948,481 shares@ $52.7 avg price
CLBTCellebrite Di Ltd
Recent Activity
Decreased -20.24%
0.57%
$38.176M
2.267M shares@ $16.85 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -50.16%
0.54%
$36.352M
161,034 shares@ $225.75 avg price
MAMastercard Incorporated
Recent Activity
Decreased -5.41%
0.44%
$29.753M
60,220 shares@ $494.07 avg price
PAYOPayoneer Global Inc
Recent Activity
Decreased -12.53%
0.44%
$29.688M
3.943M shares@ $7.53 avg price
EWYIshares Inc
Recent Activity
Decreased -71.67%
0.44%
$29.395M
459,585 shares@ $63.96 avg price
PICKIshares Inc
Recent Activity
Decreased -79.29%
0.42%
$28.276M
654,394 shares@ $43.22 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -65.31%
0.41%
$27.171M
336,363 shares@ $80.78 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.98%
0.37%
$24.385M
41,699 shares@ $584.8 avg price
SMWBSimilarweb Ltd
Recent Activity
Decreased -11.75%
0.34%
$22.626M
2.56M shares@ $8.85 avg price