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
76
$4.06M 0.54%
79,884
-1,639
77
$4.03M 0.53%
10,462
-214
78
$3.99M 0.53%
+28,148
79
$3.94M 0.52%
96,534
+87,773
80
$3.92M 0.52%
126,271
-3,066
81
$3.85M 0.51%
28,968
-594
82
$3.81M 0.5%
+29,301
83
$3.75M 0.49%
+43,854
84
$3.75M 0.49%
143,506
+4,816
85
$3.7M 0.49%
33,570
-685
86
$3.64M 0.48%
36,665
-753
87
$3.6M 0.48%
+46,312
88
$3.53M 0.47%
35,474
89
$3.47M 0.46%
31,275
-785
90
$3.43M 0.45%
51,325
91
$3.42M 0.45%
89,498
-1,823
92
$3.36M 0.44%
14,667
-289
93
$3.33M 0.44%
52,481
+39,122
94
$3.24M 0.43%
7,841
-143
95
$3.22M 0.43%
143,580
-64,325
96
$3.15M 0.42%
75,040
-1,540
97
$3.14M 0.41%
31,031
+22,973
98
$3.13M 0.41%
35,276
-722
99
$3.09M 0.41%
48,840
-45,435
100
$3.08M 0.41%
+53,114
2 3
4
5 6