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
101
$2.87M 0.36%
33,128
-2,121
102
$2.83M 0.36%
25,579
-1,912
103
$2.82M 0.36%
62,598
-4,153
104
$2.79M 0.35%
22,301
-86,659
105
$2.67M 0.34%
+59,776
106
$2.67M 0.34%
48,533
-4,038
107
$2.66M 0.34%
20,700
-4,787
108
$2.66M 0.34%
13,622
-2,984
109
$2.47M 0.31%
36,990
-2,344
110
$2.44M 0.31%
165,256
-11,213
111
$2.38M 0.3%
30,458
-2,155
112
$2.24M 0.28%
76,633
-7,736
113
$2.11M 0.27%
57,182
-5,658
114
$1.92M 0.24%
21,250
-1,571
115
$1.9M 0.24%
25,950
+725
116
$1.79M 0.23%
52,926
-5,265
117
$1.76M 0.22%
+74,260
118
$1.44M 0.18%
8,543
+233
119
$1.25M 0.16%
9,405
+2,135
120
$994K 0.13%
19,740
+710
121
$891K 0.11%
9,663
+349
122
$851K 0.11%
9,869
123
$706K 0.09%
10,649
+4,936
124
$695K 0.09%
+15,699
125
$677K 0.09%
+13,827
3 4
5
6 7