Todd Asset Management Llc Buys D.R. Horton Inc, Aarons Holdings Co Inc, Philip Morris International Inc, Sells Aarons Holdings Co Inc, Incyte Corp, Humana Inc

• New Purchases: DHI, AZDA, CERN, NLOK, KLAC, NPSNY, JCI, BTG, SKM, MRAAY, GFI, KNBWY, KOF, BRDCY, CHGCY, SKHSY, MFC, LQD, HTHT, EMR, DCMYY,
• Added Positions: PM, GOOGL, ABBV, ITOCY, LITE, SNE, DVA, AKAM, BBY, OTEX, BASFY, STX, LYB, EMN, TGT, BMO, ERIC, FMS, LAZ, NTTYY, SWKS, UBS, BMY, ORCL, EXPD, DOX, NRG, MLCO, MBT, ICLR, DIFTY, CNI, BTI, JAZZ, TOELY, MUFG, GRFS, ACWX, LIVN, PCRFY, RHHBY, CAOVY, JBAXY,
• Reduced Positions: NTES, TSM, LMT, EBAY, TTNDY, REPYY, YNDX, AAPL, DANOY, BABA, LOW, INFY, QRVO, RHI, RDS.A, AMP, AXAHY, LRCX, QCOM, MOMO, AMAT, MGA, UN, FSUGY, PHG, GIS, ZTO, ALIZY, VRTX, VZ, T, BNS, TTDKY, AVGO, CVX, ETN, RANJY, PPL, PSMMY, OHI, NGG, IBM, MET, AHEXY, YY, PACW, NVDA, GSK, BAYRY, MSFT, VOO, JNJ,
• Sold Out: AAN, INCY, HUM, DG, HLT, CTSH, RL, MPC, E, JWN, SMFG, CS, PNDA, KDDIY, OGZPY, MSBHY, WIT, TM, GZPFY, NTR, TFC, UGI, PFG, KMB, K,

For the details of TODD ASSET MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/todd+asset+management+llc/current-portfolio/portfolio

1. Aptiv PLC (APTV) - 814,211 shares, 2.23% of the total portfolio. Shares added by 0.56%
2. Rio Tinto PLC (RIO) - 983,500 shares, 1.78% of the total portfolio. Shares added by 0.45%
3. Apple Inc (AAPL) - 475,256 shares, 1.65% of the total portfolio. Shares reduced by 8.29%
4. Alphabet Inc (GOOGL) - 36,878 shares, 1.62% of the total portfolio. Shares added by 36.36%
5. Medtronic PLC (MDT) - 523,045 shares, 1.62% of the total portfolio. Shares added by 0.43%

Todd Asset Management Llc initiated holding in D.R. Horton Inc. The purchase prices were between $53.86 and $76.97, with an estimated average price of $68.05. The stock is now traded at around $70.61. The impact to a portfolio due to this purchase was 0.58%. The holding were 255,693 shares as of .

Todd Asset Management Llc initiated holding in Aarons Holdings Co Inc. The purchase prices were between $37 and $50, with an estimated average price of $44.55. The stock is now traded at around $46.72. The impact to a portfolio due to this purchase was 0.57%. The holding were 338,924 shares as of .

Todd Asset Management Llc initiated holding in NortonLifeLock Inc. The purchase prices were between $19.77 and $24.21, with an estimated average price of $21.65. The stock is now traded at around $20.39. The impact to a portfolio due to this purchase was 0.44%. The holding were 703,891 shares as of .

Todd Asset Management Llc initiated holding in Cerner Corp. The purchase prices were between $67.48 and $75.23, with an estimated average price of $71.22. The stock is now traded at around $72.96. The impact to a portfolio due to this purchase was 0.44%. The holding were 203,593 shares as of .

Todd Asset Management Llc initiated holding in KLA Corp. The purchase prices were between $171.94 and $216.63, with an estimated average price of $197.53. The stock is now traded at around $231.68. The impact to a portfolio due to this purchase was 0.42%. The holding were 71,816 shares as of .

Todd Asset Management Llc initiated holding in Naspers Ltd. The purchase prices were between $33.75 and $39.68, with an estimated average price of $36.51. The stock is now traded at around $43.95. The impact to a portfolio due to this purchase was 0.41%. The holding were 381,645 shares as of .

Todd Asset Management Llc added to a holding in Philip Morris International Inc by 894.30%. The purchase prices were between $69.99 and $81.94, with an estimated average price of $77.08. The stock is now traded at around $70.45. The impact to a portfolio due to this purchase was 0.44%. The holding were 219,214 shares as of .

Todd Asset Management Llc added to a holding in Alphabet Inc by 36.36%. The purchase prices were between $1409.39 and $1717.39, with an estimated average price of $1523.87. The stock is now traded at around $1759.73. The impact to a portfolio due to this purchase was 0.43%. The holding were 36,878 shares as of .

Todd Asset Management Llc added to a holding in AbbVie Inc by 46.94%. The purchase prices were between $85.91 and $100.83, with an estimated average price of $94.18. The stock is now traded at around $92.85. The impact to a portfolio due to this purchase was 0.37%. The holding were 446,941 shares as of .

Todd Asset Management Llc added to a holding in ITOCHU Corp by 311.84%. The purchase prices were between $42.69 and $53.03, with an estimated average price of $48.12. The stock is now traded at around $49.82. The impact to a portfolio due to this purchase was 0.29%. The holding were 246,693 shares as of .

Todd Asset Management Llc added to a holding in Lumentum Holdings Inc by 95.97%. The purchase prices were between $70.25 and $95.56, with an estimated average price of $82.79. The stock is now traded at around $88.66. The impact to a portfolio due to this purchase was 0.29%. The holding were 267,441 shares as of .

Todd Asset Management Llc added to a holding in Sony Corp by 64.65%. The purchase prices were between $69.16 and $83.45, with an estimated average price of $77.65. The stock is now traded at around $89.39. The impact to a portfolio due to this purchase was 0.26%. The holding were 287,697 shares as of .

Todd Asset Management Llc sold out a holding in Aarons Holdings Co Inc. The sale prices were between $42.41 and $59.2, with an estimated average price of $52.57.

Todd Asset Management Llc sold out a holding in Incyte Corp. The sale prices were between $85.07 and $109.69, with an estimated average price of $96.53.

Todd Asset Management Llc sold out a holding in Humana Inc. The sale prices were between $381.58 and $427.77, with an estimated average price of $402.24.

Todd Asset Management Llc sold out a holding in Dollar General Corp. The sale prices were between $186.46 and $209.8, with an estimated average price of $196.56.

Todd Asset Management Llc sold out a holding in Hilton Worldwide Holdings Inc. The sale prices were between $73.51 and $94.03, with an estimated average price of $83.54.

Todd Asset Management Llc sold out a holding in Cognizant Technology Solutions Corp. The sale prices were between $55.28 and $70.72, with an estimated average price of $64.97.