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
$837M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$5.72M
3
+$4.31M
4
USB icon
US Bancorp
USB
+$4.13M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$3.89M

Top Sells

1
+$8.6M
2
+$7.35M
3
+$5.23M
4
MTB icon
M&T Bank
MTB
+$4.78M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.92M

Sector Composition

1 Technology 20.28%
2 Financials 15.95%
3 Communication Services 10.37%
4 Consumer Discretionary 7.38%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CM icon
51
Canadian Imperial Bank of Commerce
CM
$76.5B
$5.91M 0.71%
83,376
-1,222
BCS icon
52
Barclays
BCS
$72B
$5.9M 0.7%
317,243
-4,559
UBER icon
53
Uber
UBER
$196B
$5.72M 0.68%
+61,335
VRSN icon
54
VeriSign
VRSN
$22.9B
$5.7M 0.68%
19,734
-1,936
AEM icon
55
Agnico Eagle Mines
AEM
$82.1B
$5.57M 0.67%
46,805
-775
NOK icon
56
Nokia
NOK
$33.9B
$5.43M 0.65%
1,048,613
+313,034
FFIV icon
57
F5
FFIV
$17.1B
$5.42M 0.65%
18,413
+5,599
LRN icon
58
Stride
LRN
$6.64B
$5.37M 0.64%
36,993
-575
ERIC icon
59
Ericsson
ERIC
$31.5B
$5.11M 0.61%
602,678
+198,526
THC icon
60
Tenet Healthcare
THC
$18.6B
$5.08M 0.61%
28,857
-3,910
MTBA icon
61
Simplify MBS ETF
MTBA
$1.51B
$5.01M 0.6%
99,986
-23,947
LAUR icon
62
Laureate Education
LAUR
$4.4B
$4.97M 0.59%
212,592
-3,117
FXE icon
63
Invesco CurrencyShares Euro Currency Trust
FXE
$526M
$4.87M 0.58%
44,735
+2,829
AGG icon
64
iShares Core US Aggregate Bond ETF
AGG
$133B
$4.74M 0.57%
47,795
UTI icon
65
Universal Technical Institute
UTI
$1.88B
$4.63M 0.55%
136,521
-2,095
TWLO icon
66
Twilio
TWLO
$17.3B
$4.56M 0.54%
36,638
-3,521
HIG icon
67
Hartford Financial Services
HIG
$35.2B
$4.44M 0.53%
35,010
-548
CARG icon
68
CarGurus
CARG
$3.65B
$4.4M 0.53%
131,549
-10,490
VONV icon
69
Vanguard Russell 1000 Value ETF
VONV
$13.9B
$4.33M 0.52%
50,846
PNC icon
70
PNC Financial Services
PNC
$73.2B
$4.31M 0.52%
+23,140
TRV icon
71
Travelers Companies
TRV
$60.2B
$4.26M 0.51%
15,907
-215
USB icon
72
US Bancorp
USB
$75.1B
$4.13M 0.49%
+91,347
PSQ icon
73
ProShares Short QQQ
PSQ
$518M
$4.12M 0.49%
122,369
-218,493
RJF icon
74
Raymond James Financial
RJF
$32.2B
$4.08M 0.49%
26,616
-392
SSNC icon
75
SS&C Technologies
SSNC
$20.7B
$3.98M 0.48%
48,012
+580
1 2
3
4 5