LG
Leuthold Group Portfolio holdings
AUM
$837M
1-Year Return
28.29%
This Quarter Return
+6.46%
1 Year Return
+28.29%
3 Year Return
+96.48%
5 Year Return
+183.95%
10 Year Return
+473.86%
AUM
$1.18B
AUM Growth
+$52M
(+4.6%)
Cap. Flow
-$1.98M
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
20.44%
Holding
231
New
40
Increased
67
Reduced
78
Closed
35
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$18.7M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$9.83M |
| 3 |
American Water Works
AWK
|
$8.05M |
| 4 |
Valero Energy
VLO
|
$7.74M |
| 5 |
Sabesp
SBS
|
$7.43M |
Top Sells
| 1 |
McKesson
MCK
|
$19.7M |
| 2 |
Cardinal Health
CAH
|
$13.1M |
| 3 |
Henry Schein
HSIC
|
$13.1M |
| 4 |
APOL
Apollo Education Group Inc Class A
APOL
|
$12.8M |
| 5 |
Adtalem Global Education
ATGE
|
$9.79M |
Sector Composition
| 1 | Technology | 20.33% |
| 2 | Financials | 12.24% |
| 3 | Industrials | 10.62% |
| 4 | Healthcare | 10.27% |
| 5 | Consumer Discretionary | 8.22% |
