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
76
$3.67M 0.55%
+26,845
77
$3.64M 0.55%
30,508
-527
78
$3.61M 0.54%
83,433
-1,668
79
$3.6M 0.54%
85,773
-1,569
80
$3.5M 0.53%
76,923
-1,535
81
$3.44M 0.52%
33,783
-677
82
$3.42M 0.52%
35,499
83
$3.4M 0.51%
42,241
+38,332
84
$3.26M 0.49%
44,941
-888
85
$3.13M 0.47%
+71,477
86
$3.1M 0.47%
35,057
-693
87
$3.07M 0.46%
51,361
88
$3.04M 0.46%
36,845
-757
89
$3.01M 0.45%
10,928
-221
90
$3.01M 0.45%
10,893
-219
91
$3M 0.45%
249,994
-3,095
92
$2.94M 0.44%
83,744
-1,468
93
$2.93M 0.44%
+68,072
94
$2.89M 0.44%
+40,707
95
$2.76M 0.42%
139,183
+38,318
96
$2.72M 0.41%
33,114
-351
97
$2.71M 0.41%
22,074
-441
98
$2.7M 0.41%
78,378
-1,524
99
$2.7M 0.41%
45,802
-916
100
$2.67M 0.4%
72,892
-252,172
2 3
4
5 6