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
$22.6B
AUM Growth
+$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$183M
3
+$177M
4
DOW icon
Dow Inc
DOW
+$152M
5
NWL icon
Newell Brands
NWL
+$110M

Top Sells

1
+$304M
2
+$280M
3
+$263M
4
FTI icon
TechnipFMC
FTI
+$232M
5
XOM icon
Exxon Mobil
XOM
+$128M

Sector Composition

1 Financials 27.27%
2 Technology 16.03%
3 Consumer Discretionary 15.76%
4 Industrials 12.22%
5 Healthcare 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,969,540
177
– –
-458,387
178
– –
-5,436
179
– –
-22,331
4 5 6 7
8