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
$15.3B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$226M
2
+$79.6M
3
+$72.3M
4
GE icon
GE Aerospace
GE
+$70.4M
5
DOW icon
Dow Inc
DOW
+$68M

Top Sells

1
+$142M
2
+$129M
3
+$124M
4
OMC icon
Omnicom Group
OMC
+$83.5M
5
HAL icon
Halliburton
HAL
+$79M

Sector Composition

1 Financials 30.84%
2 Industrials 12.96%
3 Technology 12.07%
4 Consumer Discretionary 11.84%
5 Energy 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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155
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-26,827
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157
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-14,398
158
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-4,375
159
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-464,136
160
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-46,485
161
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-18,829
3 4 5 6
7