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
76
$3.92M 0.49%
161,324
+149,983
77
$3.9M 0.49%
48,561
-4,567
78
$3.87M 0.49%
39,131
-2,924
79
$3.82M 0.48%
15,809
-2,826
80
$3.65M 0.46%
11,955
-1,180
81
$3.6M 0.45%
77,479
-6,388
82
$3.6M 0.45%
57,717
-4,431
83
$3.57M 0.45%
47,416
-9,269
84
$3.55M 0.45%
42,395
-3,722
85
$3.47M 0.44%
15,833
-3,489
86
$3.45M 0.44%
37,013
-3,721
87
$3.39M 0.43%
58,810
-5,905
88
$3.38M 0.43%
45,165
-2,902
89
$3.26M 0.41%
24,473
-2,198
90
$3.23M 0.41%
152,525
+8,640
91
$3.23M 0.41%
+58,215
92
$3.17M 0.4%
52,520
-753
93
$3.14M 0.4%
23,634
-824
94
$3.06M 0.39%
26,681
-2,657
95
$3.02M 0.38%
53,643
-3,557
96
$3.02M 0.38%
284,779
-20,979
97
$2.98M 0.38%
+102,095
98
$2.95M 0.37%
69,486
-3,464
99
$2.91M 0.37%
+64,382
100
$2.89M 0.36%
85,888
-8,610
2 3
4
5 6