Pzena Investment Management

Pzena Investment Management Portfolio holdings

AUM $33.4B
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
-$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$138M
2 +$110M
3 +$54M
4
AEL
American Equity Investment Life Holding Company
AEL
+$31.5M
5
MRK icon
Merck
MRK
+$27.6M

Top Sells

1 +$54.8M
2 +$51.6M
3 +$49.2M
4
APA icon
APA Corp
APA
+$48.2M
5
BAX icon
Baxter International
BAX
+$42.5M

Sector Composition

1 Financials 35.15%
2 Technology 17.89%
3 Energy 14.01%
4 Industrials 11.01%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,540,359
152
-384,426
153
-304,755