LG
Leuthold Group Portfolio holdings
AUM
$837M
This Quarter Return
+8.55%
1 Year Return
+28.29%
3 Year Return
+96.48%
5 Year Return
+183.95%
10 Year Return
+473.86%
AUM
$1.08B
AUM Growth
+$1.08B
(+0.15%)
Cap. Flow
-$63.6M
Cap. Flow
% of AUM
-5.89%
Top 10 Holdings %
Top 10 Hldgs %
19.66%
Holding
353
New
43
Increased
84
Reduced
179
Closed
47
Top Buys
| 1 |
Invesco CurrencyShares Japanese Yen Trust
FXY
|
$20.3M |
| 2 |
McKesson
MCK
|
$11.2M |
| 3 |
Cencora
COR
|
$10.1M |
| 4 |
Cardinal Health
CAH
|
$9.78M |
| 5 |
TE Connectivity
TEL
|
$6.59M |
Top Sells
| 1 |
Omnicom Group
OMC
|
$12.6M |
| 2 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$12.5M |
| 3 |
Wells Fargo
WFC
|
$11.2M |
| 4 |
Costco
COST
|
$11.1M |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
$10.1M |
Sector Composition
| 1 | Financials | 18.59% |
| 2 | Healthcare | 14.02% |
| 3 | Industrials | 12.58% |
| 4 | Technology | 12.32% |
| 5 | Consumer Discretionary | 7.76% |