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
$5.75B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$57.7M
3 +$50.6M
4
MU icon
Micron Technology
MU
+$45.5M
5
APO icon
Apollo Global Management
APO
+$44.8M

Sector Composition

1 Technology 27.17%
2 Financials 9.26%
3 Healthcare 8.52%
4 Industrials 7.29%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-125,000
452
-26,200
453
-133,333
454
-561,787