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
126
$644K 0.08%
2,330
-59
127
$604K 0.08%
+11,678
128
$601K 0.08%
9,712
-244
129
$584K 0.07%
7,521
-188
130
$580K 0.07%
3,160
-79
131
$555K 0.07%
8,676
-218
132
$551K 0.07%
8,126
-661
133
$523K 0.07%
2,982
+1,424
134
$490K 0.06%
3,448
-87
135
$467K 0.06%
+35,429
136
$440K 0.06%
8,991
-226
137
$414K 0.05%
1,428
-35
138
$409K 0.05%
22,838
+7,472
139
$408K 0.05%
6,416
-161
140
$396K 0.05%
19,461
-487
141
$392K 0.05%
2,604
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142
$382K 0.05%
1,547
-39
143
$376K 0.05%
+11,854
144
$376K 0.05%
2,294
-57
145
$373K 0.05%
7,939
-198
146
$372K 0.05%
+10,932
147
$369K 0.05%
+1,299
148
$366K 0.05%
1,567
-39
149
$363K 0.05%
+3,469
150
$351K 0.04%
4,393
-110
4 5
6
7 8