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
$793M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$15.3M
3
+$6.14M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.49M
5
MFC icon
Manulife Financial
MFC
+$5.42M

Top Sells

1
+$12.1M
2
+$10.9M
3
+$7.22M
4
COST icon
Costco
COST
+$7.22M
5
CARR icon
Carrier Global
CARR
+$4.31M

Sector Composition

1 Technology 16.8%
2 Financials 13.31%
3 Consumer Discretionary 13.03%
4 Healthcare 11.62%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.26M 0.66%
289,562
-19,037
52
$5.24M 0.66%
54,929
-4,976
53
$5.23M 0.66%
+102,233
54
$5.15M 0.65%
10,892
-1,034
55
$5.12M 0.65%
78,635
-7,047
56
$5.1M 0.64%
94,217
-8,537
57
$5.06M 0.64%
98,775
-6,371
58
$5.05M 0.64%
110,257
-6,917
59
$5.01M 0.63%
64,134
-5,701
60
$4.94M 0.62%
45,677
-4,139
61
$4.86M 0.61%
114,805
-9,099
62
$4.82M 0.61%
13,413
-1,138
63
$4.71M 0.59%
49,413
-4,927
64
$4.71M 0.59%
213,920
+3,671
65
$4.68M 0.59%
42,607
+1,227
66
$4.68M 0.59%
24,340
-766
67
$4.66M 0.59%
130,104
+606
68
$4.64M 0.59%
49,533
-4,997
69
$4.64M 0.58%
397,028
-26,405
70
$4.54M 0.57%
143,839
+135,066
71
$4.48M 0.56%
49,968
-4,942
72
$4.17M 0.53%
90,718
-7,346
73
$4.11M 0.52%
147,750
+136,764
74
$4.07M 0.51%
+80,769
75
$3.96M 0.5%
17,973
-552
1 2
3
4 5