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
$664M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.48M
3
+$8.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.87M
5
ABBV icon
AbbVie
ABBV
+$7.07M

Top Sells

1
+$13.3M
2
+$9.23M
3
+$6.57M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$5.92M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.79M

Sector Composition

1 Healthcare 14.73%
2 Technology 11.71%
3 Financials 10.85%
4 Energy 8.44%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 1.01%
43,581
+14,659
27
$6.67M 1.01%
138,683
-275,519
28
$6.29M 0.95%
68,740
-44,928
29
$6.27M 0.94%
27,382
-292
30
$6.26M 0.94%
125,874
-2,367
31
$6.23M 0.94%
55,782
-956
32
$6.07M 0.91%
110,162
+34,838
33
$6.06M 0.91%
20,034
-407
34
$5.98M 0.9%
16,680
35
$5.89M 0.89%
25,428
-506
36
$5.78M 0.87%
20,338
-407
37
$5.64M 0.85%
83,780
-1,696
38
$5.6M 0.84%
11,044
-125
39
$5.37M 0.81%
188,087
-3,720
40
$5.35M 0.81%
161,644
-3,230
41
$5.25M 0.79%
220,797
-201,585
42
$5.23M 0.79%
66,214
-22,766
43
$5.23M 0.79%
54,031
-577
44
$5.14M 0.77%
225,358
+74,846
45
$5.03M 0.76%
42,365
+10,226
46
$4.97M 0.75%
105,458
-1,992
47
$4.95M 0.75%
16,874
-8,543
48
$4.83M 0.73%
17,893
-359
49
$4.8M 0.72%
27,039
-540
50
$4.79M 0.72%
127,867
-2,595
1
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