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
$28.6B
AUM Growth
-$746M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$138M
3
+$108M
4
BAX icon
Baxter International
BAX
+$107M
5
PPG icon
PPG Industries
PPG
+$105M

Top Sells

1
+$429M
2
+$428M
3
+$287M
4
CVS icon
CVS Health
CVS
+$131M
5
EQH icon
Equitable Holdings
EQH
+$119M

Sector Composition

1 Financials 22.65%
2 Healthcare 21.54%
3 Technology 17.06%
4 Consumer Discretionary 11.41%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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