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
$757M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.17M
3
+$7.82M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$6.86M
5
TEL icon
TE Connectivity
TEL
+$6.37M

Top Sells

1
+$9.7M
2
+$8.53M
3
+$6.87M
4
BJ icon
BJs Wholesale Club
BJ
+$6.84M
5
DHR icon
Danaher
DHR
+$6.3M

Sector Composition

1 Technology 18.81%
2 Consumer Discretionary 11.85%
3 Industrials 9%
4 Healthcare 8.64%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.12M 0.68%
30,886
-58,572
52
$5.1M 0.67%
+76,715
53
$5.01M 0.66%
74,901
+31
54
$5M 0.66%
73,651
-1,509
55
$4.99M 0.66%
+128,233
56
$4.95M 0.65%
30,324
-617
57
$4.95M 0.65%
36,580
-748
58
$4.91M 0.65%
81,797
-1,997
59
$4.87M 0.64%
25,115
-513
60
$4.79M 0.63%
+8,775
61
$4.79M 0.63%
+36,832
62
$4.71M 0.62%
46,969
+909
63
$4.65M 0.61%
79,728
-2,082
64
$4.55M 0.6%
+12,731
65
$4.49M 0.59%
29,054
-751
66
$4.45M 0.59%
88,289
-443
67
$4.41M 0.58%
38,978
-798
68
$4.4M 0.58%
154,772
-3,171
69
$4.39M 0.58%
5,345
-110
70
$4.35M 0.57%
32,345
-662
71
$4.3M 0.57%
142,902
+131,733
72
$4.28M 0.56%
117,178
-2,397
73
$4.24M 0.56%
88,585
-22,196
74
$4.1M 0.54%
+62,843
75
$4.1M 0.54%
+52,326
1 2
3
4 5