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LSV Asset Management Portfolio holdings
AUM
$46.4B
1-Year Est. Return
27.74%
This Fund
S&P 500
This Quarter
Est. Return
+4.79%
1 Year Est. Return
+27.74%
3 Year Est. Return
+73.33%
5 Year Est. Return
+93.31%
10 Year Est. Return
+303.34%
AUM
$66.9B
AUM Growth
+$2.92B
(+4.6%)
Cap. Flow
+$600M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
16.31%
Holding
1,029
New
74
Increased
341
Reduced
368
Closed
46
Top Buys
| 1 |
Eaton
ETN
|
+$315M |
| 2 |
Cummins
CMI
|
+$202M |
| 3 |
Kimberly-Clark
KMB
|
+$202M |
| 4 |
Skyworks Solutions
SWKS
|
+$169M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$168M |
Top Sells
| 1 |
Public Service Enterprise Group
PEG
|
+$363M |
| 2 |
Elevance Health
ELV
|
+$319M |
| 3 |
Boeing
BA
|
+$260M |
| 4 |
Travelers Companies
TRV
|
+$174M |
| 5 |
Trinity Industries
TRN
|
+$153M |
Sector Composition
| 1 | Financials | 23.42% |
| 2 | Technology | 14.5% |
| 3 | Healthcare | 13.5% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 8.9% |
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