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
76
$4.17M 0.51%
100,014
+290
77
$4.17M 0.51%
38,512
+114
78
$4.11M 0.5%
56,844
+177
79
$4.08M 0.5%
+34,519
80
$4.04M 0.5%
+7,067
81
$4.04M 0.5%
72,968
+4,600
82
$3.96M 0.49%
46,689
+148
83
$3.87M 0.47%
11,789
+37
84
$3.77M 0.46%
15,613
+48
85
$3.76M 0.46%
32,600
+83
86
$3.62M 0.44%
148,467
-450
87
$3.61M 0.44%
17,710
+54
88
$3.54M 0.43%
57,700
+179
89
$3.36M 0.41%
94,586
+300
90
$3.34M 0.41%
24,129
+73
91
$3.32M 0.41%
150,115
+395
92
$3.26M 0.4%
17,332
+52
93
$3.25M 0.4%
57,905
+175
94
$3.25M 0.4%
21,746
+21
95
$3.17M 0.39%
44,459
+135
96
$3.13M 0.38%
61,643
+185
97
$3.13M 0.38%
59,332
+179
98
$3.12M 0.38%
15,585
+49
99
$3.05M 0.37%
101,254
+299
100
$2.97M 0.36%
20,410
+64
2 3
4
5 6