Steven Romick

Steven Romick

Last Update: 2014-10-10
Related: First Pacific Advisors
Robert Rodriguez

Number of Stocks: 62
Number of New Stocks: 2

Total Value: $9,468 Mil
Q/Q Turnover: 4%

Countries: USA GBR NOR FRA BEL ESP DEU MYS JPN
Details: Top Buys | Top Sales | Top Holdings  Embed:

Steven Romick Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


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Steven Romick's Profile:

Steven Romick is the portfolio manager of FPA Crescent Fund. As of Jan. 31, the fund has delivered more than 11% a year in average over the past 10 years. His fund has about $2.8 billion under management



Steven Romick's Performance:

Average Annual Return of FPA Crescent Fund
5 Yrs 10 Yrs Since Inception
14.8% 8.8% 11%
» More Profile & Performance

Steven Romick's Current Portfolio:


Ticker Shares Value ($1000)
Premium14,198,300658,233
Premium14,980,000624,666
Premium14,251,000577,450
Premium14,440,000553,052
Premium6,805,000541,610
Premium5,995,000525,582
Premium5,995,000540,090
Premium6,805,000512,893
Premium3,315,000403,435
Premium4,559,929411,214
» More Current Portfolio

Steven Romick's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 19.6% 19.6%
Healthcare 13.4% 13.4%
Consumer Defensive 12.1% 12.1%
Energy 7.7% 7.7%
Technology 6.8% 6.8%
Consumer Cyclical 6.4% 6.4%
Basic Materials 4.8% 4.8%
Communication Services 1% 1%
Real Estate -0.8% -0.8%
» More Sector Weightings

Steven Romick's News:

» More Related News


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User Comments

Keithlevy1234
ReplyKeithlevy1234 - 3 months ago
No its a pair trade he did.
JoeDaWealthManager
ReplyJoeDaWealthManager - 6 months ago
Why short VZ? Is it a race to the bottom on price plans?
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