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
151
$383K 0.06%
1,489
152
$383K 0.06%
5,738
+2,858
153
$378K 0.06%
4,578
-32,873
154
$376K 0.06%
50,025
155
$376K 0.06%
6,875
+1,890
156
$371K 0.06%
8,657
157
$334K 0.05%
36,370
158
$327K 0.05%
19,870
159
$312K 0.05%
14,914
-125,486
160
$311K 0.05%
25,166
161
$309K 0.05%
2,084
-29,178
162
$307K 0.05%
+27,072
163
$283K 0.04%
18,738
164
$275K 0.04%
4,229
165
$262K 0.04%
12,397
166
$259K 0.04%
3,042
167
$248K 0.04%
21,360
168
$248K 0.04%
19,136
169
$246K 0.04%
6,628
170
$245K 0.04%
8,933
-57,312
171
$239K 0.04%
11,890
172
$238K 0.04%
13,930
173
$232K 0.04%
98,530
174
$228K 0.03%
+2,078
175
$226K 0.03%
11,353
-95,951
5 6
7
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