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
151
$343K 0.04%
14,468
-361
152
$340K 0.04%
1,012
-25
153
$337K 0.04%
2,195
-55
154
$324K 0.04%
102,336
-2,560
155
$323K 0.04%
+3,536
156
$320K 0.04%
4,997
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157
$313K 0.04%
1,713
+60
158
$310K 0.04%
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159
$302K 0.04%
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160
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161
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162
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163
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164
$283K 0.04%
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165
$282K 0.04%
22,184
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166
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167
$264K 0.03%
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169
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170
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871
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171
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172
$242K 0.03%
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173
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174
$235K 0.03%
1,928
-309
175
$233K 0.03%
+7,851
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