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
$26.5B
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$180M
3
+$169M
4
LEA icon
Lear
LEA
+$157M
5
SSNC icon
SS&C Technologies
SSNC
+$150M

Top Sells

1
+$600M
2
+$387M
3
+$174M
4
CVE icon
Cenovus Energy
CVE
+$135M
5
TXT icon
Textron
TXT
+$119M

Sector Composition

1 Financials 26.19%
2 Technology 15.36%
3 Consumer Discretionary 11.7%
4 Industrials 11.52%
5 Energy 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K ﹤0.01%
+1,966
152
$268K ﹤0.01%
1,465
153
$255K ﹤0.01%
9,011
-1,500
154
$239K ﹤0.01%
+11,837
155
$213K ﹤0.01%
5,874
156
$202K ﹤0.01%
689
157
$137K ﹤0.01%
+2,072
158
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159
– –
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160
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161
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163
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3 4 5 6
7