Richard Pzena

Richard Pzena

Last Update: 05-08-2015

Number of Stocks: 151
Number of New Stocks: 12

Total Value: $17,992 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Richard Pzena's Portfolio

This page shows the Portfolio Holdings of Richard Pzena at Pzena Investment Management LLC. It tells us what Richard Pzena holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2015-03-31
Number of Stocks: 151
Total value: 17,992 Mil
Number of New Buys: 12
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 37.3% 37.3% -1.6% 28.9156626506% 25.3012048193% 1.4%
Technology 15.9% 15.9% -1.4% 25.3012048193% 5.42168674699% 0.3%
Consumer Cyclical 13% 13% -0.9% 16.265060241% 5.42168674699% 0.3%
Energy 10.8% 10.8% -0.2% 3.61445783133% 1.80722891566% 0.1%
Healthcare 10.1% 10.1% -0.6% 10.843373494% 12.6506024096% 0.7%
Industrials 7.9% 7.9% -0.2% 3.61445783133% 16.265060241% 0.9%
Basic Materials 1.9% 1.9% -0.8% 14.4578313253%
Consumer Defensive 1.3% 1.3%
Real Estate 1.1% 1.1% -0.3% 5.42168674699%
Utilities 0.6% 0.6% -0.1% 1.80722891566% 1.80722891566% 0.1%
Communication Services 0.2% 0.2% 3.61445783133% 0.2%
ETF, options, preferred 0.1% 0.1%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2015-03-31
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
SWK Stanley Black & Decker IncIndustrial Products3,360,265320,4351.78%+52.09%+0.61%2.19
BEN Franklin Resources IncAsset Management4,841,999248,4911.38%+58.37%+0.51%0.78
BAX Baxter International IncMedical Instruments & Equipment5,028,418344,4471.91%+27.49%+0.41%0.92
CVS CVS Health CorpHealth Care Plans527,16554,4090.3%New Buy+0.3%0.05
F Ford Motor CoAutos17,636,933284,6601.58%+17.16%+0.23%0.44
PNC PNC Financial Services Group IncBanks3,397,023316,7381.76%+15.03%+0.23%0.65
MSFT Microsoft CorpApplication Software9,216,540374,6982.08%+9.05%+0.17%0.11
VIV Telefonica Brasil SACommunication Services1,903,27529,1010.16%New Buy+0.16%0.17
TMK Torchmark CorpInsurance - Life699,43638,4130.21%+266.97%+0.15%0.55
GNW Genworth Financial IncInsurance6,512,72547,6080.26%+92.70%+0.13%1.31
ACM AecomEngineering & Construction2,819,46586,8960.48%+37.15%+0.13%1.87
ATU Actuant CorpIndustrial Products2,015,33247,8440.27%+39.35%+0.08%3.38
COP ConocoPhillipsOil & Gas - E&P198,91012,3840.07%New Buy+0.07%0.02
SFG StanCorp Financial Group IncInsurance - Life145,76610,0000.06%New Buy+0.06%0.35
EIX Edison InternationalUtilities - Regulated165,60910,3460.06%New Buy+0.06%0.05
FITB Fifth Third BancorpBanks3,493,20065,8470.37%+17.69%+0.06%0.43
AIZ Assurant IncInsurance506,39831,0980.17%+45.56%+0.05%0.75
WBS Webster Financial CorpBanks1,655,06361,3200.34%+16.32%+0.05%1.82
FLEX Flextronics International LtdComputer Hardware5,537,80770,1920.39%+11.26%+0.04%0.97
RF Regions Financial CorpBanks12,204,991115,3370.64%+7.00%+0.04%0.91
Premium Portfolio changes after 2015-03-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.


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User Comments

Mamam1
ReplyMamam1 - 2 weeks ago
Kevin222,
The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand.
Kevin222
ReplyKevin222 - 3 months ago
This guy is truly an inspiration to us.

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