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
101
$2.59M 0.39%
21,387
+11,329
102
$2.57M 0.39%
+141,938
103
$2.54M 0.38%
175,340
-72,846
104
$2.49M 0.37%
64,748
-1,273
105
$2.48M 0.37%
52,917
-1,058
106
$2.44M 0.37%
44,676
-775
107
$2.37M 0.36%
45,718
-19,942
108
$2.34M 0.35%
22,849
+840
109
$2.31M 0.35%
16,168
-326
110
$2.3M 0.35%
+34,536
111
$2.29M 0.35%
+6,746
112
$2.29M 0.34%
46,518
-537
113
$2.27M 0.34%
+16,763
114
$2.2M 0.33%
88,496
-34,708
115
$1.99M 0.3%
27,999
-561
116
$1.99M 0.3%
38,855
+10,715
117
$1.89M 0.28%
25,439
118
$1.85M 0.28%
71,398
-1,233
119
$1.71M 0.26%
38,695
-361
120
$1.69M 0.25%
42,107
+11,591
121
$1.42M 0.21%
19,435
-389
122
$1.4M 0.21%
24,283
123
$1.26M 0.19%
15,977
+10,196
124
$1.17M 0.18%
+12,219
125
$1.06M 0.16%
13,397
-24,361
3 4
5
6 7