Steven Romick

Steven Romick

Last Update: 01-13-2015
Related: First Pacific Advisors
Robert Rodriguez

Number of Stocks: 66
Number of New Stocks: 11

Total Value: $11,030 Mil
Q/Q Turnover: 17%

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
10.6% 8.4% 10.8%
» More Profile & Performance

Steven Romick's Current Portfolio:


Ticker Shares Value ($1000)
Premium0773,844
Premium0609,757
Premium0599,048
Premium0583,463
Premium0475,717
Premium0423,643
Premium0422,315
Premium0394,642
Premium0393,190
Premium0370,857
» More Current Portfolio

Steven Romick's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 129 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Financial Services 18.7% 18.7%
Healthcare 15.2% 15.2%
Consumer Defensive 9% 9%
Technology 7.5% 7.5%
Energy 5% 5%
Consumer Cyclical 4.5% 4.5%
Basic Materials 3.6% 3.6%
Communication Services 0.9% 0.9%
Real Estate -0.2% -0.2%
» More Sector Weightings

Steven Romick's News:

» More Related News


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User Comments

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ReplyDr.Oleg V Anokhin - 4 months ago
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Keithlevy1234
ReplyKeithlevy1234 - 8 months ago
No its a pair trade he did.
JoeDaWealthManager
ReplyJoeDaWealthManager - 11 months ago
Why short VZ? Is it a race to the bottom on price plans?
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