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
$21.4B
AUM Growth
+$3.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$142M
3
+$103M
4
AVT icon
Avnet
AVT
+$78.7M
5
FTI icon
TechnipFMC
FTI
+$71.8M

Top Sells

1
+$141M
2
+$76.5M
3
+$61.2M
4
ORCL icon
Oracle
ORCL
+$52.1M
5
JPM icon
JPMorgan Chase
JPM
+$40M

Sector Composition

1 Financials 32.47%
2 Industrials 13.46%
3 Energy 12.81%
4 Technology 10.62%
5 Consumer Discretionary 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K ﹤0.01%
2,599
152
$211K ﹤0.01%
+2,833
153
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154
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163
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-2,526
3 4 5 6
7