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Pzena Investment Management Portfolio holdings
AUM
$30.8B
1-Year Est. Return
11.29%
This Fund
S&P 500
This Quarter
Est. Return
+3.75%
1 Year Est. Return
+11.29%
3 Year Est. Return
+35.84%
5 Year Est. Return
+55.56%
10 Year Est. Return
+196.8%
AUM
$26.5B
AUM Growth
-$77.5M
(-0.29%)
Cap. Flow
-$478M
Cap. Flow
% of AUM
-1.81%
Top 10 Holdings %
Top 10 Hldgs %
35.58%
Holding
192
New
18
Increased
78
Reduced
54
Closed
15
Top Buys
| 1 |
Newell Brands
NWL
|
+$183M |
| 2 |
Lear
LEA
|
+$179M |
| 3 |
Shell
SHEL
|
+$175M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$166M |
| 5 |
SS&C Technologies
SSNC
|
+$156M |
Top Sells
| 1 |
Halliburton
HAL
|
+$513M |
| 2 |
Baker Hughes
BKR
|
+$322M |
| 3 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$174M |
| 4 |
Cenovus Energy
CVE
|
+$123M |
| 5 |
Textron
TXT
|
+$115M |
Sector Composition
| 1 | Financials | 26.19% |
| 2 | Technology | 15.36% |
| 3 | Consumer Discretionary | 11.7% |
| 4 | Industrials | 11.52% |
| 5 | Energy | 11.32% |
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