Steven Romick

Steven Romick

Last Update: 07-07-2015
Related: First Pacific Advisors
Robert Rodriguez

Number of Stocks: 64
Number of New Stocks: 1

Total Value: $10,392 Mil
Q/Q Turnover: 3%

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
10.6% 8.4% 10.8%
» More Profile & Performance

Steven Romick's Current Portfolio:


Ticker Shares Value ($1000)
Premium17,890,600720,991
Premium6,430,000640,942
Premium14,530,000641,500
Premium3,084,895480,509
Premium8,645,300477,566
Premium7,580,800468,645
Premium4,146,600434,895
Premium3,180,000412,637
Premium6,239,400401,193
Premium4,234,000376,572
» More Current Portfolio

Steven Romick's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 22.9% 22.9%
Healthcare 13.2% 13.2%
Consumer Defensive 10.8% 10.8%
Technology 9.5% 9.5%
Consumer Cyclical 5.3% 5.3%
Energy 5.2% 5.2%
Basic Materials 4.1% 4.1%
Communication Services 1% 1%
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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