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
176
$218K 0.03%
20,149
177
$217K 0.03%
8,647
-570
178
$215K 0.03%
8,353
179
$208K 0.03%
9,166
180
$207K 0.03%
2,376
-142
181
$197K 0.03%
11,288
182
– –
-14,266
183
– –
-80,746
184
– –
-14,631
185
– –
-65,317
186
– –
-21,771
187
– –
-31,232
188
– –
-76,584
189
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-8,667
190
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-2,760
191
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-6,786
192
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-10,897
193
– –
-36,620
194
– –
-3,061
195
– –
-51,658
196
– –
-2,287
197
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198
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-65,068
199
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200
– –
-13,399
5 6 7
8
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