Steven Romick

Steven Romick

Last Update: 07-11-2016
Related: First Pacific Advisors
Robert Rodriguez

Number of Stocks: 50
Number of New Stocks: 5

Total Value: $9,157 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 Bought 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)
Premium19,810,787810,856
Premium5,390,020552,747
Premium4,624,910505,179
Premium3,268,832499,134
Premium9,381,080496,165
Premium11,132,480471,906
Premium48,379,832448,481
Premium15,443,820443,083
Premium7,732,740395,684
Premium11,811,262376,897
» More Current Portfolio

Steven Romick's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 31.6% 31.6%
Technology 14% 14%
Basic Materials 7.3% 7.3%
Consumer Defensive 5.7% 5.7%
Consumer Cyclical 5.5% 5.5%
Energy 2.4% 2.4%
Healthcare 2.3% 2.3%
Industrials 1.5% 1.5%
Real Estate -0.2% -0.2%
» More Sector Weightings

Steven Romick's News:

» More Related News


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