Pzena Investment Management

Pzena Investment Management Portfolio holdings

AUM $30.8B
1-Year Est. Return 10.1%
This Quarter Est. Return
1 Year Est. Return
+10.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$97.9M
2 +$97.8M
3 +$94.4M
4
K icon
Kellanova
K
+$88.2M
5
XL
XL Group Ltd.
XL
+$84.6M

Top Sells

1 +$281M
2 +$192M
3 +$159M
4
ORCL icon
Oracle
ORCL
+$99.7M
5
HPQ icon
HP
HPQ
+$91.2M

Sector Composition

1 Financials 36.61%
2 Technology 18.29%
3 Energy 12.58%
4 Healthcare 8.09%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,275