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
$837M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$5.72M
3
+$4.31M
4
USB icon
US Bancorp
USB
+$4.13M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$3.89M

Top Sells

1
+$8.6M
2
+$7.35M
3
+$5.23M
4
MTB icon
M&T Bank
MTB
+$4.78M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.92M

Sector Composition

1 Technology 20.28%
2 Financials 15.95%
3 Communication Services 10.37%
4 Consumer Discretionary 7.38%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKM icon
176
SK Telecom
SKM
$7.82B
$370K 0.04%
+15,827
HRB icon
177
H&R Block
HRB
$5.6B
$369K 0.04%
6,718
TTE icon
178
TotalEnergies
TTE
$141B
$367K 0.04%
+5,982
L icon
179
Loews
L
$21.6B
$366K 0.04%
3,998
CVX icon
180
Chevron
CVX
$315B
$366K 0.04%
+2,559
SU icon
181
Suncor Energy
SU
$53.3B
$362K 0.04%
+9,653
ASR icon
182
Grupo Aeroportuario del Sureste
ASR
$9.01B
$356K 0.04%
1,117
WFC icon
183
Wells Fargo
WFC
$267B
$347K 0.04%
4,334
-368
IJR icon
184
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$345K 0.04%
+3,160
ALV icon
185
Autoliv
ALV
$9.17B
$333K 0.04%
+2,976
CPA icon
186
Copa Holdings
CPA
$5.14B
$332K 0.04%
3,023
ACIW icon
187
ACI Worldwide
ACIW
$4.84B
$327K 0.04%
7,124
MTB icon
188
M&T Bank
MTB
$28.7B
$287K 0.03%
1,478
-24,628
DDS icon
189
Dillards
DDS
$9.91B
$284K 0.03%
679
ONB icon
190
Old National Bancorp
ONB
$8.11B
$265K 0.03%
12,416
-142,585
PRIM icon
191
Primoris Services
PRIM
$6.38B
$263K 0.03%
+3,375
CMA icon
192
Comerica
CMA
$10B
$262K 0.03%
4,385
OPRA
193
Opera Ltd
OPRA
$1.21B
$261K 0.03%
13,815
LEA icon
194
Lear
LEA
$5.5B
$257K 0.03%
+2,701
EQNR icon
195
Equinor
EQNR
$61.4B
$244K 0.03%
+9,724
CVE icon
196
Cenovus Energy
CVE
$31.6B
$244K 0.03%
+17,940
CB icon
197
Chubb
CB
$116B
$237K 0.03%
819
SCHD icon
198
Schwab US Dividend Equity ETF
SCHD
$71.2B
$234K 0.03%
+8,827
EC icon
199
Ecopetrol
EC
$21.4B
$231K 0.03%
+26,071
YPF icon
200
YPF
YPF
$15.2B
$229K 0.03%
+7,266
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