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
-$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$91.6M
3 +$74.3M
4
CVS icon
CVS Health
CVS
+$54.4M
5
F icon
Ford
F
+$41.7M

Top Sells

1 +$114M
2 +$82.4M
3 +$67.3M
4
STT icon
State Street
STT
+$66.4M
5
CI icon
Cigna
CI
+$57M

Sector Composition

1 Financials 37.43%
2 Technology 16.32%
3 Energy 10.83%
4 Healthcare 9.34%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,688