Pzena Investment Management

Pzena Investment Management Portfolio holdings

AUM $30.9B
1-Year Est. Return 8.82%
This Quarter Est. Return
1 Year Est. Return
+8.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.4B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$100M
3
+$95.4M
4
WFC icon
Wells Fargo
WFC
+$79.5M
5
R icon
Ryder
R
+$68.8M

Top Sells

1
+$130M
2
+$119M
3
+$69.3M
4
TEX icon
Terex
TEX
+$61.3M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$53.9M

Sector Composition

1 Financials 37.55%
2 Technology 15.9%
3 Healthcare 11.35%
4 Industrials 9.76%
5 Energy 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.21M 0.05%
117,930
+24,435
127
$7.46M 0.04%
+491,144
128
$7.13M 0.04%
149,043
-12,330
129
$5.18M 0.03%
2,031,488
-1,342,268
130
$4.34M 0.02%
93,568
+15,724
131
$3.23M 0.02%
194,536
-352,549
132
$2.4M 0.01%
114,610
-5,672,307
133
$2.23M 0.01%
50,636
-206,333
134
$1.04M 0.01%
+20,500
135
$949K ﹤0.01%
+23,148
136
$835K ﹤0.01%
36,516
-825,388
137
$728K ﹤0.01%
+5,788
138
$489K ﹤0.01%
3,495
+462
139
$467K ﹤0.01%
9,701
+1,901
140
$462K ﹤0.01%
3,161
+610
141
$456K ﹤0.01%
17,718
+3,128
142
$443K ﹤0.01%
6,773
+1,036
143
$416K ﹤0.01%
22,686
+3,058
144
$383K ﹤0.01%
+17,909
145
$330K ﹤0.01%
554
+135
146
$327K ﹤0.01%
+188
147
$324K ﹤0.01%
7,019
+867
148
$319K ﹤0.01%
2,720
+636
149
$301K ﹤0.01%
3,278
+845
150
$297K ﹤0.01%
+931
3 4 5
6
7