test

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
NVSNovartis Ag
Recent Activity
Exited
0%
$2.105M
19,775 shares@ $106.44 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Exited
0%
$1.987M
9,108 shares@ $218.21 avg price
WFGWest Fraser Timber Co Ltd
Recent Activity
Exited
0%
$1.839M
23,840 shares@ $77.15 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Exited
0%
$1.619M
18,330 shares@ $88.31 avg price
ZSZscaler Inc
Recent Activity
Exited
0%
$1.506M
7,834 shares@ $192.19 avg price
CYTKCytokinetics Inc
Recent Activity
Exited
0%
$919,846
17,123 shares@ $53.72 avg price
LHXL3harris Technologies Inc
Recent Activity
Exited
0%
$779,811
3,498 shares@ $222.94 avg price
AREAlexandria Real Estate Eq In
Recent Activity
Exited
0%
$764,492
6,575 shares@ $116.28 avg price
DGDollar Gen Corp New
Recent Activity
Exited
0%
$756,495
5,807 shares@ $130.28 avg price
GXOGxo Logistics Incorporated
Recent Activity
Exited
0%
$607,367
12,259 shares@ $49.55 avg price