LG

Leuthold Group Portfolio holdings

AUM $926M
1-Year Est. Return 37.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$5.05M
3
+$3.92M
4
USB icon
US Bancorp
USB
+$3.84M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$3.71M

Top Sells

1
+$8.56M
2
+$8.27M
3
+$5.23M
4
MTB icon
M&T Bank
MTB
+$4.35M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.92M

Sector Composition

1 Technology 20.28%
2 Financials 15.95%
3 Communication Services 10.37%
4 Consumer Discretionary 7.38%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.91M 0.71%
83,376
-1,222
52
$5.9M 0.7%
317,243
-4,559
53
$5.72M 0.68%
+61,335
54
$5.7M 0.68%
19,734
-1,936
55
$5.57M 0.67%
46,805
-775
56
$5.43M 0.65%
1,048,613
+313,034
57
$5.42M 0.65%
18,413
+5,599
58
$5.37M 0.64%
36,993
-575
59
$5.11M 0.61%
602,678
+198,526
60
$5.08M 0.61%
28,857
-3,910
61
$5.01M 0.6%
99,986
-23,947
62
$4.97M 0.59%
212,592
-3,117
63
$4.87M 0.58%
44,735
+2,829
64
$4.74M 0.57%
47,795
65
$4.63M 0.55%
136,521
-2,095
66
$4.56M 0.54%
36,638
-3,521
67
$4.44M 0.53%
35,010
-548
68
$4.4M 0.53%
131,549
-10,490
69
$4.33M 0.52%
50,846
70
$4.31M 0.52%
+23,140
71
$4.26M 0.51%
15,907
-215
72
$4.13M 0.49%
+91,347
73
$4.12M 0.49%
122,369
-218,493
74
$4.08M 0.49%
26,616
-392
75
$3.98M 0.48%
48,012
+580
1 2
3
4 5