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
$16B
AUM Growth
-$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$89.4M
3
+$47.9M
4
AEL
American Equity Investment Life Holding Company
AEL
+$29.7M
5
MRK icon
Merck
MRK
+$28.5M

Top Sells

1
+$59.5M
2
+$51.6M
3
+$51.6M
4
APA icon
APA Corp
APA
+$49.4M
5
BAX icon
Baxter International
BAX
+$43.8M

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
– –
-1,277,007
152
– –
-2,540,359
153
– –
-384,426
3 4 5 6
7