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
$815M
AUM Growth
+$526K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$8.3M
3
+$6.2M
4
JPM icon
JPMorgan Chase
JPM
+$4.85M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.64M

Top Sells

1
+$5.42M
2
+$5.39M
3
+$5.25M
4
MET icon
MetLife
MET
+$5.24M
5
MFC icon
Manulife Financial
MFC
+$4.91M

Sector Composition

1 Technology 16.6%
2 Financials 14.51%
3 Consumer Discretionary 13.12%
4 Healthcare 9.33%
5 Consumer Staples 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.3M 0.65%
50,895
+155
52
$5.19M 0.64%
92,840
+292
53
$5.15M 0.63%
97,304
+289
54
$5.15M 0.63%
103,381
+309
55
$5.07M 0.62%
91,638
+244
56
$4.85M 0.59%
+29,613
57
$4.8M 0.59%
47,762
+132
58
$4.71M 0.58%
92,164
+7,369
59
$4.63M 0.57%
77,705
-5,166
60
$4.62M 0.57%
77,434
+225
61
$4.62M 0.57%
41,730
+121
62
$4.53M 0.56%
391,010
+1,133
63
$4.52M 0.55%
+92,529
64
$4.5M 0.55%
+36,654
65
$4.48M 0.55%
+63,783
66
$4.44M 0.54%
41,103
-452
67
$4.44M 0.54%
36,434
+118
68
$4.38M 0.54%
48,647
+137
69
$4.37M 0.54%
49,262
+148
70
$4.32M 0.53%
89,142
+224
71
$4.29M 0.53%
121,624
-979
72
$4.25M 0.52%
23,980
+69
73
$4.22M 0.52%
51,652
+143
74
$4.21M 0.52%
48,769
+145
75
$4.2M 0.52%
11,277
-1,884
1 2
3
4 5