PF

Phoenix Financial Portfolio holdings

AUM $8.2B
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$31.8M
2 +$30.6M
3 +$27.2M
4
UBER icon
Uber
UBER
+$17.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$16.4M

Top Sells

1 +$77.1M
2 +$54.4M
3 +$30M
4
BIDU icon
Baidu
BIDU
+$29.3M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$27.1M

Sector Composition

1 Technology 31.9%
2 Healthcare 15.46%
3 Financials 8.49%
4 Industrials 8.28%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-112,346
377
-10,731