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
126
$2.09M 0.28%
46,156
-917
127
$2.06M 0.27%
15,205
-322
128
$1.94M 0.26%
25,390
129
$1.88M 0.25%
+7,866
130
$1.88M 0.25%
38,029
-616
131
$1.87M 0.25%
+122,260
132
$1.56M 0.21%
18,608
-380
133
$1.32M 0.17%
15,284
+337
134
$1.28M 0.17%
6,143
+782
135
$1.22M 0.16%
28,574
+4,358
136
$1.05M 0.14%
18,488
+2,344
137
$865K 0.11%
16,277
+1,526
138
$792K 0.1%
+6,433
139
$787K 0.1%
2,198
-114
140
$784K 0.1%
11,573
+898
141
$784K 0.1%
28,324
-1,678
142
$772K 0.1%
6,738
-47,751
143
$768K 0.1%
36,984
144
$709K 0.09%
12,112
+35
145
$645K 0.09%
7,351
-413
146
$618K 0.08%
1,888
-106
147
$486K 0.06%
7,670
-471
148
$461K 0.06%
12,789
-119,659
149
$447K 0.06%
3,984
-234
150
$444K 0.06%
4,824
-276
4 5
6
7 8