Steven Romick

Steven Romick

Last Update: 04-12-2016
Related: First Pacific Advisors
Robert Rodriguez

Number of Stocks: 50
Number of New Stocks: 1

Total Value: $9,436 Mil
Q/Q Turnover: 11%

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%)

This information is for Premium Members Only.

Steven Romick's portfolio and stock picks are for Premium Members only.

If you are a Premium Member, please Log In

If you are not a Premium Member, We invite you for 7-day Free Trial of GuruFocus Premium Membership.

This is just one of the Premium features we provide to Premium Members.

Take the full advantage of Gurus' investment ideas. 7-Day Free Trial Now.

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:

» More Current Portfolio

Steven Romick's Sector Weightings:

SectorsSector Weightings (%)
Financial Services 31.3% 31.3%
Technology 14.2% 14.2%
Consumer Defensive 5.7% 5.7%
Basic Materials 5.5% 5.5%
Consumer Cyclical 5.3% 5.3%
Energy 4% 4%
Healthcare 2.3% 2.3%
Industrials 1.1% 1.1%
Real Estate -0.2% -0.2%
» More Sector Weightings

Steven Romick's News:

» More Related News

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)