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
$664M
AUM Growth
-$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.48M
3
+$8.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$7.87M
5
ABBV icon
AbbVie
ABBV
+$7.07M

Top Sells

1
+$13.3M
2
+$9.23M
3
+$6.57M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$5.92M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.79M

Sector Composition

1 Healthcare 14.73%
2 Technology 11.71%
3 Financials 10.85%
4 Energy 8.44%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.79M 0.72%
110,769
-1,485
52
$4.73M 0.71%
+110,823
53
$4.63M 0.7%
135,577
-2,389
54
$4.61M 0.69%
48,222
-871
55
$4.54M 0.68%
50,240
-1,018
56
$4.51M 0.68%
199,549
-3,916
57
$4.5M 0.68%
58,796
-1,193
58
$4.39M 0.66%
+46,038
59
$4.32M 0.65%
43,718
-531
60
$4.3M 0.65%
81,570
-4,175
61
$4.27M 0.64%
+26,424
62
$4.25M 0.64%
169,405
+49,100
63
$4.2M 0.63%
15,990
+525
64
$4.17M 0.63%
57,842
-1,027
65
$4.16M 0.63%
64,311
-91,573
66
$4.09M 0.62%
32,817
-572
67
$4.02M 0.61%
40,797
-806
68
$4.01M 0.6%
78,323
-1,482
69
$3.96M 0.6%
38,772
-775
70
$3.88M 0.58%
42,889
+1,937
71
$3.85M 0.58%
5,581
-113
72
$3.81M 0.57%
30,254
-408
73
$3.76M 0.57%
123,569
+18,742
74
$3.72M 0.56%
132,303
-2,374
75
$3.69M 0.56%
38,292
-754
1 2
3
4 5