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
$775M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.89M
3
+$7.83M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$7.78M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$7.74M

Top Sells

1
+$9.13M
2
+$7.61M
3
+$6.86M
4
CHKP icon
Check Point Software Technologies
CHKP
+$6.81M
5
ORCL icon
Oracle
ORCL
+$6.74M

Sector Composition

1 Technology 12.57%
2 Industrials 12.3%
3 Financials 12.08%
4 Healthcare 9.99%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.51M 0.71%
109,225
-7,152
52
$5.48M 0.71%
87,772
-5,757
53
$5.32M 0.69%
18,861
-22,256
54
$5.28M 0.68%
43,362
-2,773
55
$5.05M 0.65%
4,597
-295
56
$5.05M 0.65%
88,582
-6,968
57
$4.97M 0.64%
160,525
-9,158
58
$4.96M 0.64%
165,881
-15,583
59
$4.82M 0.62%
117,237
+93,691
60
$4.68M 0.6%
46,829
-3,011
61
$4.64M 0.6%
76,612
-5,823
62
$4.59M 0.59%
67,928
-4,339
63
$4.59M 0.59%
41,467
-2,714
64
$4.56M 0.59%
49,324
-3,740
65
$4.55M 0.59%
34,922
-37,479
66
$4.53M 0.58%
62,439
-4,665
67
$4.39M 0.57%
56,403
-2,918
68
$4.37M 0.56%
39,690
-1,448
69
$4.35M 0.56%
118,690
-6,082
70
$4.32M 0.56%
92,043
-4,846
71
$4.3M 0.56%
23,354
-1,522
72
$4.26M 0.55%
75,134
-4,995
73
$4.2M 0.54%
267,025
-17,455
74
$4.18M 0.54%
+48,641
75
$4.16M 0.54%
+145,059
1 2
3
4 5