LG

Leuthold Group Portfolio holdings

AUM $914M
1-Year Est. Return 30.27%
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.17M
3
+$7.82M
4
FXY icon
Invesco CurrencyShares Japanese Yen Trust
FXY
+$6.86M
5
TEL icon
TE Connectivity
TEL
+$6.37M

Top Sells

1
+$9.7M
2
+$8.53M
3
+$6.87M
4
BJ icon
BJs Wholesale Club
BJ
+$6.84M
5
DHR icon
Danaher
DHR
+$6.3M

Sector Composition

1 Technology 18.81%
2 Consumer Discretionary 11.85%
3 Industrials 9%
4 Healthcare 8.64%
5 Financials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$251K 0.03%
7,681
-471
177
$244K 0.03%
23,402
-1,357
178
$242K 0.03%
1,833
-234
179
$239K 0.03%
7,628
-976
180
$232K 0.03%
+6,433
181
$224K 0.03%
6,300
-360
182
$219K 0.03%
10,388
-618
183
$215K 0.03%
+52,350
184
$209K 0.03%
2,245
-158
185
$206K 0.03%
+5,665
186
$205K 0.03%
1,653
-185
187
$204K 0.03%
28,393
-1,595
188
$204K 0.03%
4,353
-245
189
$204K 0.03%
+1,933
190
$203K 0.03%
+11,097
191
$202K 0.03%
+2,017
192
– –
-52,802
193
– –
-85,716
194
– –
-41,301
195
– –
-35,490
196
– –
-4,481
197
– –
-103,371
198
– –
-4,192
199
– –
-41,330
200
– –
-6,284
5 6 7
8
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