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
126
$983K 0.15%
22,828
+6,294
127
$958K 0.14%
28,034
-563
128
$956K 0.14%
37,010
129
$857K 0.13%
16,464
+4,540
130
$821K 0.12%
9,613
-4,332
131
$717K 0.11%
30,778
-646
132
$618K 0.09%
30,640
-586
133
$562K 0.08%
16,507
+4,538
134
$552K 0.08%
3,629
+996
135
$537K 0.08%
10,924
+2,968
136
$487K 0.07%
8,637
+2,379
137
$474K 0.07%
2,169
-576
138
$444K 0.07%
5,325
139
$443K 0.07%
9,174
140
$431K 0.06%
14,944
141
$430K 0.06%
35,163
142
$430K 0.06%
5,976
+641
143
$429K 0.06%
2,871
144
$424K 0.06%
9,979
+2,751
145
$417K 0.06%
8,342
-78,124
146
$394K 0.06%
5,537
147
$394K 0.06%
5,187
148
$390K 0.06%
8,912
-150,047
149
$389K 0.06%
1,490
150
$387K 0.06%
4,321
-34,825
4 5
6
7 8