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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
HESHess Corp
Recent Activity
New Position
0.05%
$2.836M
20,887 shares@ $135.81 avg price
TOLToll Brothers Inc
Recent Activity
New Position
0.04%
$2.068M
13,388 shares@ $154.49 avg price
WYNNWynn Resorts Ltd
Recent Activity
New Position
0.03%
$1.559M
16,255 shares@ $95.88 avg price
TERTeradyne Inc
Recent Activity
New Position
0.03%
$1.529M
11,419 shares@ $133.94 avg price
INTCIntel Corp
Recent Activity
New Position
0.03%
$1.495M
63,601 shares@ $23.51 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.03%
$1.43M
17,024 shares@ $83.99 avg price
SEGSeaport Entmt Group Inc
Recent Activity
New Position
0.02%
$1.251M
82,400 shares@ $15.19 avg price
RYRoyal Bk Cda
Recent Activity
New Position
0.02%
$990,591
7,915 shares@ $125.16 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.02%
$803,114
844 shares@ $951.56 avg price
CIThe Cigna Group
Recent Activity
New Position
0.01%
$673,890
1,941 shares@ $347.19 avg price