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
$19B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$290M
2
+$184M
3
+$172M
4
WAB icon
Wabtec
WAB
+$161M
5
PVH icon
PVH
PVH
+$117M

Top Sells

1
+$221M
2
+$207M
3
+$108M
4
AIG icon
American International
AIG
+$70.2M
5
DOV icon
Dover
DOV
+$69.7M

Sector Composition

1 Financials 33.06%
2 Industrials 13.15%
3 Technology 11.92%
4 Energy 11.16%
5 Healthcare 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$120K ﹤0.01%
3,272
+433
152
– –
-5,105
153
– –
-2,288,341
154
– –
-4,470
155
– –
-996,725
3 4 5 6
7