LG
Leuthold Group Portfolio holdings
AUM
$837M
This Quarter Return
+7.87%
1 Year Return
+28.29%
3 Year Return
+96.48%
5 Year Return
+183.95%
10 Year Return
+473.86%
AUM
$757M
AUM Growth
+$757M
(+2%)
Cap. Flow
-$9.6M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
20.41%
Holding
225
New
34
Increased
29
Reduced
122
Closed
34
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$9.25M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$8.17M |
| 3 |
Oracle
ORCL
|
$7.82M |
| 4 |
Invesco CurrencyShares Japanese Yen Trust
FXY
|
$6.86M |
| 5 |
TE Connectivity
TEL
|
$6.37M |
Top Sells
| 1 |
Target
TGT
|
$9.7M |
| 2 |
Costco
COST
|
$8.53M |
| 3 |
Johnson & Johnson
JNJ
|
$6.87M |
| 4 |
BJs Wholesale Club
BJ
|
$6.84M |
| 5 |
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% |
