PF
Phoenix Financial Portfolio holdings
AUM
$7.52B
1-Year Est. Return
23.22%
1 Year Est. Return
+23.22%
AUM
$7.58B
AUM Growth
+$1.05B
(+16%)
Holding
455
Top Buys
| 1 | +$294M | |
| 2 | +$173M | |
| 3 | +$166M | |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$140M |
| 5 |
Wells Fargo
WFC
|
+$85.6M |
Top Sells
| 1 | +$133M | |
| 2 | +$117M | |
| 3 | +$115M | |
| 4 |
Oracle
ORCL
|
+$95.6M |
| 5 |
Citigroup
C
|
+$95M |
Sector Composition
| 1 | Technology | 28.58% |
| 2 | Healthcare | 10.96% |
| 3 | Consumer Discretionary | 6.76% |
| 4 | Communication Services | 5.14% |
| 5 | Financials | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Cooper Companies
COO
$13.7B
| – | – |
-2,564
|
|
||
452
CDW
CDW
$19.2B
| – | – |
-2,389
|
|
||
453
Altice USA
ATUS
$1.01B
| – | – |
-57,962
|
|
||
454
Ally Financial
ALLY
$12.3B
| – | – |
-3,210,003
|
|
||
455
iShares Russell 2000 ETF
IWM
$70.2B
| – | – |
-30,539
|
|