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
151
$361K 0.04%
7,730
152
$351K 0.04%
14,088
153
$342K 0.04%
3,132
+912
154
$339K 0.04%
6,542
+21
155
$339K 0.04%
3,880
156
$337K 0.04%
985
157
$337K 0.04%
+5,776
158
$331K 0.04%
2,511
+876
159
$316K 0.04%
11,564
-98,081
160
$303K 0.04%
848
161
$300K 0.04%
+14,020
162
$298K 0.04%
3,385
-24,588
163
$292K 0.04%
1,473
+6
164
$289K 0.04%
3,456
165
$286K 0.04%
18,934
166
$284K 0.03%
5,526
167
$279K 0.03%
10,155
168
$278K 0.03%
1,267
-11,774
169
$273K 0.03%
+11,370
170
$271K 0.03%
20,377
171
$266K 0.03%
6,695
172
$262K 0.03%
+4,317
173
$262K 0.03%
10,437
-135,427
174
$258K 0.03%
12,025
175
$258K 0.03%
6,170
+20
5 6
7
8 9