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
MLMMartin Marietta Matls Inc
Recent Activity
New Position
0.87%
$58.223M
108,171 shares@ $538.26 avg price
NUENucor Corp
Recent Activity
New Position
0.86%
$57.694M
382,798 shares@ $150.72 avg price
NVMINova Ltd
Recent Activity
Increased 3.48%
0.74%
$50.029M
240,040 shares@ $208.43 avg price
TECKTeck Resources Ltd
Recent Activity
Decreased -53.37%
0.74%
$49.979M
948,481 shares@ $52.7 avg price
XTNSpdr Ser Tr
Recent Activity
New Position
0.74%
$49.876M
605,000 shares@ $82.44 avg price
VRNSVaronis Sys Inc
Recent Activity
Increased 0.9%
0.71%
$48.029M
849,921 shares@ $56.51 avg price
ARKOArko Corp
Recent Activity
Increased 3.51%
0.63%
$42.611M
6.07M shares@ $7.02 avg price
CLBTCellebrite Di Ltd
Recent Activity
Decreased -20.24%
0.57%
$38.176M
2.267M shares@ $16.85 avg price
RSKDRiskified Ltd
Recent Activity
Increased 4.72%
0.57%
$38.157M
8.447M shares@ $4.52 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -50.16%
0.54%
$36.352M
161,034 shares@ $225.75 avg price