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
$15.7B
AUM Growth
-$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$90.3M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$84.4M
5
DOV icon
Dover
DOV
+$81.4M

Top Sells

1
+$144M
2
+$111M
3
+$79.4M
4
PGR icon
Progressive
PGR
+$52.5M
5
BP icon
BP
BP
+$49.9M

Sector Composition

1 Financials 38.73%
2 Technology 16.98%
3 Energy 10.62%
4 Industrials 8.88%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-41,158
152
– –
-185,400
153
– –
-1,358,267
3 4 5 6
7