LG
Leuthold Group Portfolio holdings
AUM
$837M
This Quarter Return
+6.46%
1 Year Return
+28.29%
3 Year Return
+96.48%
5 Year Return
+183.95%
10 Year Return
+473.86%
AUM
$1.13B
AUM Growth
+$1.13B
(+0.83%)
Cap. Flow
-$28.7M
Cap. Flow
% of AUM
-2.55%
Top 10 Holdings %
Top 10 Hldgs %
21.52%
Holding
228
New
25
Increased
30
Reduced
131
Closed
37
Top Buys
| 1 |
Apple
AAPL
|
$10.3M |
| 2 |
Microsoft
MSFT
|
$10.1M |
| 3 |
LyondellBasell Industries
LYB
|
$9.55M |
| 4 |
Oracle
ORCL
|
$9.4M |
| 5 |
Westlake Corp
WLK
|
$7.9M |
Top Sells
| 1 |
Invesco CurrencyShares Japanese Yen Trust
FXY
|
$18.5M |
| 2 |
Canadian Pacific Kansas City
CP
|
$9.86M |
| 3 |
Cboe Global Markets
CBOE
|
$8.21M |
| 4 |
American Express
AXP
|
$7.67M |
| 5 |
Synaptics
SYNA
|
$7.66M |
Sector Composition
| 1 | Technology | 20.3% |
| 2 | Healthcare | 17.3% |
| 3 | Financials | 12.6% |
| 4 | Industrials | 11.54% |
| 5 | Consumer Discretionary | 8.28% |