Steven Romick

Steven Romick

Last Update: 01-11-2016
Related: First Pacific Advisors
Robert Rodriguez

Number of Stocks: 54
Number of New Stocks: 0

Total Value: $9,513 Mil
Q/Q Turnover: 8%

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
7.7% 7.1% 10.2%
» More Profile & Performance

Steven Romick's Current Portfolio:


Ticker Shares Value ($1000)
Premium20,521,170749,638
Premium11,584,828642,726
Premium6,626,820611,059
Premium5,222,610501,736
Premium9,672,130500,533
Premium7,968,850493,830
Premium3,268,832446,798
Premium6,486,520419,094
Premium41,447,242409,084
Premium14,580,120395,923
» More Current Portfolio

Steven Romick's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 28.4% 28.4%
Technology 14.9% 14.9%
Consumer Defensive 7.5% 7.5%
Consumer Cyclical 6.3% 6.3%
Basic Materials 4.9% 4.9%
Energy 3.7% 3.7%
Healthcare 2.4% 2.4%
Industrials 1% 1%
Communication Services 0% 0%
Real Estate -0.2% -0.2%
» More Sector Weightings

Steven Romick's News:

» More Related News


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User Comments

Newyorkpapi
ReplyNewyorkpapi - 1 year ago
No its a pair trade he did.
JoeDaWealthManager
ReplyJoeDaWealthManager - 1 year ago
Why short VZ? Is it a race to the bottom on price plans?

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