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
101
$2.96M 0.36%
76,194
+194
102
$2.96M 0.36%
+15,048
103
$2.91M 0.36%
84,542
+248
104
$2.84M 0.35%
30,033
+97
105
$2.83M 0.35%
25,218
+78
106
$2.81M 0.34%
21,986
+63
107
$2.78M 0.34%
26,301
+81
108
$2.51M 0.31%
44,925
-7,658
109
$2.48M 0.3%
47,702
+124
110
$2.46M 0.3%
28,493
111
$2.23M 0.27%
36,404
+113
112
$2.21M 0.27%
68,401
+194
113
$2.09M 0.26%
146,456
-15,673
114
$2.02M 0.25%
52,116
+167
115
$1.97M 0.24%
56,326
+182
116
$1.68M 0.21%
20,945
+61
117
$1.44M 0.18%
8,036
+18
118
$1.39M 0.17%
17,303
+36
119
$1.12M 0.14%
8,645
-73
120
$921K 0.11%
18,010
+55
121
$895K 0.11%
8,572
+27
122
$726K 0.09%
2,269
123
$664K 0.08%
12,372
+40
124
$652K 0.08%
9,623
+30
125
$622K 0.08%
11,429
3 4
5
6 7