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Aronson + Johnson + Ortiz (AJO) Icon-institutional

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Aronson+Johnson+Ortiz is an institutional investment manager, established in 1984 and located in Philadelphia, Pennsylvania. AJO manages tax-exempt, separate-account portfolios of value-oriented U.S. equities.

Current Filing Summary

  • 3/31/10Latest Filing Period:
  • 9/30/99First filing period:
  • $18.45 billion Total Market Value ?
  • 641 Total Number of Holdings ?
  • 22.6% Percentage of Market Value in Top 10 ?
  • 13.5% Percent Turnover in Top Quartile

Top Sectors

Sector % of Portfolio
Financial 25.2%
Services 15.8%
Energy 14.9%
Technology 9.1%
Healthcare 7.3%
Other 28%
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