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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
AVGOBroadcom Inc
Recent Activity
Increased 1330.74%
0.54%
$36.192M
209,631 shares@ $172.65 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 389.98%
0.47%
$31.667M
64,848 shares@ $488.33 avg price
SSYSStratasys Ltd
Recent Activity
Increased 1.36%
0.45%
$29.924M
3.601M shares@ $8.32 avg price
ADBEAdobe Inc
Recent Activity
Increased 7.09%
0.42%
$28.06M
54,169 shares@ $518.01 avg price
TBLATaboola.com Ltd
Recent Activity
Increased 1.51%
0.37%
$24.524M
7.299M shares@ $3.37 avg price
WMTWalmart Inc
Recent Activity
Increased 17.67%
0.36%
$23.894M
309,968 shares@ $77.09 avg price
RDWRRadware Ltd
Recent Activity
Increased 17.04%
0.34%
$22.763M
1.022M shares@ $22.28 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 12.7%
0.33%
$21.974M
24,777 shares@ $886.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 11.77%
0.31%
$20.73M
98,261 shares@ $210.97 avg price
WIXWix Com Ltd
Recent Activity
Increased 58.61%
0.31%
$20.727M
123,988 shares@ $167.18 avg price