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
$17.1B
AUM Growth
-$3.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$340M
2
+$227M
3
+$125M
4
SWK icon
Stanley Black & Decker
SWK
+$102M
5
NOV icon
NOV
NOV
+$89.3M

Top Sells

1
+$290M
2
+$130M
3
+$106M
4
MUR icon
Murphy Oil
MUR
+$99.4M
5
MRK icon
Merck
MRK
+$86.9M

Sector Composition

1 Financials 34.69%
2 Technology 12.86%
3 Healthcare 12.03%
4 Industrials 11.53%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,466
177
– –
-169,939
178
– –
-99,108
179
– –
-3,054,162
4 5 6 7
8