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
$815M
AUM Growth
+$526K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$8.3M
3
+$6.2M
4
JPM icon
JPMorgan Chase
JPM
+$4.85M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.64M

Top Sells

1
+$5.42M
2
+$5.39M
3
+$5.25M
4
MET icon
MetLife
MET
+$5.24M
5
MFC icon
Manulife Financial
MFC
+$4.91M

Sector Composition

1 Technology 16.6%
2 Financials 14.51%
3 Consumer Discretionary 13.12%
4 Healthcare 9.33%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.96M 0.98%
23,448
+113
27
$7.65M 0.94%
47,225
+2,374
28
$7.64M 0.94%
21,974
+59
29
$7.57M 0.93%
90,109
+263
30
$7.17M 0.88%
21,436
+60
31
$7.15M 0.88%
248,718
-2,349
32
$6.81M 0.84%
11,825
+41
33
$6.78M 0.83%
19,322
+59
34
$6.66M 0.82%
417,990
+1,244
35
$6.64M 0.81%
61,376
-141
36
$6.53M 0.8%
70,724
+188
37
$6.5M 0.8%
48,632
+134
38
$6.45M 0.79%
28,963
+82
39
$6.34M 0.78%
63,159
+181
40
$6.32M 0.78%
137,617
+395
41
$6.26M 0.77%
16,075
-1,254
42
$6.22M 0.76%
91,538
+252
43
$6.2M 0.76%
+112,913
44
$6.12M 0.75%
54,075
+154
45
$6.07M 0.75%
97,464
-4,959
46
$5.97M 0.73%
39,593
+109
47
$5.68M 0.7%
112,963
+316
48
$5.61M 0.69%
61,897
+159
49
$5.47M 0.67%
99,843
-8,369
50
$5.43M 0.67%
285,213
+874
1
2
3 4 5