LG

Leuthold Group Portfolio holdings

AUM $837M
1-Year Est. Return 28.29%
This Quarter Est. Return
1 Year Est. Return
+28.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$15.3M
3
+$6.14M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.49M
5
MFC icon
Manulife Financial
MFC
+$5.42M

Top Sells

1
+$12.1M
2
+$10.9M
3
+$7.22M
4
COST icon
Costco
COST
+$7.22M
5
CARR icon
Carrier Global
CARR
+$4.31M

Sector Composition

1 Technology 16.8%
2 Financials 13.31%
3 Consumer Discretionary 13.03%
4 Healthcare 11.62%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.46M 0.94%
40,238
-3,568
27
$7.43M 0.94%
60,826
-6,114
28
$7.4M 0.93%
17,644
-1,491
29
$7.33M 0.92%
139,745
-12,460
30
$7.19M 0.91%
21,748
-1,903
31
$7M 0.88%
23,757
-2,002
32
$6.67M 0.84%
104,328
-9,007
33
$6.59M 0.83%
424,399
-38,047
34
$6.51M 0.82%
49,433
-4,724
35
$6.51M 0.82%
26,166
-2,421
36
$6.45M 0.81%
19,600
-1,798
37
$6.22M 0.78%
29,389
-2,555
38
$6.17M 0.78%
62,947
-5,290
39
$5.96M 0.75%
93,002
-8,846
40
$5.94M 0.75%
51,686
-4,852
41
$5.88M 0.74%
71,910
-6,851
42
$5.84M 0.74%
96,098
+85,746
43
$5.82M 0.73%
38,084
-3,493
44
$5.7M 0.72%
11,990
-1,224
45
$5.54M 0.7%
95,363
-8,677
46
$5.48M 0.69%
47,856
-4,268
47
$5.46M 0.69%
104,922
-6,991
48
$5.42M 0.68%
+252,162
49
$5.34M 0.67%
84,436
-5,339
50
$5.28M 0.67%
93,135
-7,786
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