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
$23.3B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$275M
3
+$238M
4
BAX icon
Baxter International
BAX
+$216M
5
GPN icon
Global Payments
GPN
+$198M

Top Sells

1
+$293M
2
+$226M
3
+$221M
4
GEHC icon
GE HealthCare
GEHC
+$209M
5
AXS icon
AXIS Capital
AXS
+$156M

Sector Composition

1 Financials 26.99%
2 Technology 16.37%
3 Consumer Discretionary 15.25%
4 Industrials 9.45%
5 Healthcare 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$360K ﹤0.01%
+900
152
$303K ﹤0.01%
1,277
-218
153
$293K ﹤0.01%
78
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154
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48,908
-1,705
155
$249K ﹤0.01%
+3,122
156
$242K ﹤0.01%
2,533
-499
157
$238K ﹤0.01%
5,361
-1,433
158
$228K ﹤0.01%
23,154
-500
159
$225K ﹤0.01%
153
160
$117K ﹤0.01%
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161
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3 4 5 6
7