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
$757M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.17M
3
+$7.82M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$6.86M
5
TEL icon
TE Connectivity
TEL
+$6.37M

Top Sells

1
+$9.7M
2
+$8.53M
3
+$6.87M
4
BJ icon
BJs Wholesale Club
BJ
+$6.84M
5
DHR icon
Danaher
DHR
+$6.3M

Sector Composition

1 Technology 18.81%
2 Consumer Discretionary 11.85%
3 Industrials 9%
4 Healthcare 8.64%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.4M 0.98%
24,347
-497
27
$7.13M 0.94%
122,423
-2,508
28
$7.09M 0.94%
41,352
-845
29
$7.08M 0.93%
19,475
-398
30
$6.93M 0.91%
120,356
-2,689
31
$6.85M 0.9%
72,311
+854
32
$6.84M 0.9%
35,212
-721
33
$6.83M 0.9%
180,115
-3,684
34
$6.78M 0.9%
17,130
-354
35
$6.61M 0.87%
75,001
+30,038
36
$6.37M 0.84%
+48,581
37
$6.18M 0.82%
+17,875
38
$5.92M 0.78%
14,402
39
$5.9M 0.78%
+112,810
40
$5.84M 0.77%
25,889
-529
41
$5.72M 0.76%
100,751
-2,280
42
$5.7M 0.75%
+328,732
43
$5.63M 0.74%
226,497
+143
44
$5.62M 0.74%
12,228
-8,057
45
$5.61M 0.74%
55,133
-1,373
46
$5.54M 0.73%
39,060
-800
47
$5.45M 0.72%
54,897
-27,803
48
$5.44M 0.72%
190,587
+14,533
49
$5.43M 0.72%
79,137
-27,526
50
$5.29M 0.7%
72,889
-35,271
1
2
3 4 5