Pzena Investment Management

Pzena Investment Management Portfolio holdings

AUM $30.8B
1-Year Est. Return 11.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.4B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$183M
3
+$178M
4
SWK icon
Stanley Black & Decker
SWK
+$155M
5
BKR icon
Baker Hughes
BKR
+$129M

Top Sells

1
+$206M
2
+$139M
3
+$132M
4
XOM icon
Exxon Mobil
XOM
+$128M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$103M

Sector Composition

1 Financials 33.18%
2 Technology 12.9%
3 Industrials 12.37%
4 Healthcare 10.12%
5 Energy 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K ﹤0.01%
2,587
+80
152
$113K ﹤0.01%
2,839
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3 4 5 6
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