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
101
$3.08M 0.41%
10,429
-212
102
$3.07M 0.41%
86,944
-1,771
103
$3.03M 0.4%
77,901
-1,585
104
$2.99M 0.39%
+48,999
105
$2.95M 0.39%
20,658
-420
106
$2.92M 0.39%
+79,934
107
$2.82M 0.37%
28,409
+14,267
108
$2.77M 0.37%
39,409
+15,237
109
$2.73M 0.36%
67,986
-1,758
110
$2.7M 0.36%
36,930
-819
111
$2.7M 0.36%
65,124
-1,334
112
$2.69M 0.36%
25,310
+480
113
$2.69M 0.36%
42,552
-1,091
114
$2.67M 0.35%
43,850
-902
115
$2.55M 0.34%
15,898
-326
116
$2.5M 0.33%
50,500
-9,585
117
$2.48M 0.33%
32,799
-670
118
$2.44M 0.32%
54,398
-1,109
119
$2.42M 0.32%
44,372
-1,106
120
$2.38M 0.31%
+41,346
121
$2.32M 0.31%
27,063
+2,936
122
$2.28M 0.3%
47,062
-924
123
$2.27M 0.3%
6,370
-130
124
$2.23M 0.29%
+49,646
125
$2.23M 0.29%
17,248
-12,276
3 4
5
6 7