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Leuthold Group Portfolio holdings
AUM
$995M
1-Year Est. Return
44.2%
This Fund
S&P 500
This Quarter
Est. Return
+2.76%
1 Year Est. Return
+44.2%
3 Year Est. Return
+125.69%
5 Year Est. Return
+177.63%
10 Year Est. Return
+694.93%
AUM
$1.08B
AUM Growth
–
Cap. Flow
+$1.08B
Cap. Flow
% of AUM
100.13%
Top 10 Holdings %
Top 10 Hldgs %
19.37%
Holding
310
New
310
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MBS ETF
MBB
|
+$49.2M |
| 2 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$43.8M |
| 3 |
CVS Health
CVS
|
+$18.4M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$17.3M |
| 5 |
Omnicom Group
OMC
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.62% |
| 2 | Industrials | 11.73% |
| 3 | Healthcare | 11.61% |
| 4 | Technology | 7.76% |
| 5 | Consumer Discretionary | 6.75% |
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Leuthold Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Leuthold Group, which disclosed 310 positions worth $1.08B. Its ten largest holdings account for 19% of the portfolio.
Its largest position is iShares MBS ETF: 459,970 shares worth $48.4M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Industrials and Healthcare.
- Leuthold Group's largest Q2 2013 buy was iShares MBS ETF: 459,970 shares worth $48.4M.
- Leuthold Group's ten largest holdings make up 19% of its $1.08B portfolio in Q2 2013.
- Leuthold Group disclosed 310 positions in Q2 2013, its first 13F filing on record.
Based on Leuthold Group's 13F filing for Q2 2013, filed 14 Aug 2013.