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
126
$620K 0.08%
14,016
+45
127
$607K 0.07%
9,835
-84,980
128
$590K 0.07%
+7,344
129
$574K 0.07%
1,390
130
$568K 0.07%
2,903
131
$564K 0.07%
+31,520
132
$528K 0.06%
8,755
133
$526K 0.06%
3,357
134
$507K 0.06%
3,077
135
$489K 0.06%
7,324
136
$482K 0.06%
7,277
+23
137
$452K 0.06%
9,458
138
$450K 0.06%
8,448
139
$440K 0.05%
99,648
140
$431K 0.05%
9,172
141
$425K 0.05%
5,729
+1,946
142
$423K 0.05%
5,726
+2,176
143
$423K 0.05%
2,233
144
$410K 0.05%
10,932
145
$398K 0.05%
18,950
146
$395K 0.05%
1,507
147
$388K 0.05%
34,631
148
$387K 0.05%
4,277
149
$383K 0.05%
36,777
150
$382K 0.05%
9,033
4 5
6
7 8