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
1
$30.5M 4.6%
1,707,181
-4,860
2
$16.7M 2.52%
635,046
-14,526
3
$15M 2.26%
64,370
-1,302
4
$14.4M 2.17%
104,406
+14,340
5
$13.8M 2.08%
27,370
-535
6
$13.6M 2.05%
91,563
-1,853
7
$12.9M 1.94%
617,240
+407,005
8
$11.2M 1.69%
+116,459
9
$11M 1.66%
300,150
-5,720
10
$9.78M 1.47%
20,155
-146
11
$9.43M 1.42%
20,752
-163
12
$9.04M 1.36%
19,134
-381
13
$8.67M 1.31%
100,658
+16,109
14
$8.41M 1.27%
102,707
-1,969
15
$8.28M 1.25%
262,719
+2,553
16
$8.01M 1.21%
+177,568
17
$7.87M 1.19%
+48,160
18
$7.7M 1.16%
105,799
-2,116
19
$7.65M 1.15%
87,625
-1,637
20
$7.51M 1.13%
96,480
-1,811
21
$7.3M 1.1%
47,185
-883
22
$7.23M 1.09%
89,078
+16,859
23
$7.07M 1.06%
+52,655
24
$6.83M 1.03%
135,815
+1,805
25
$6.75M 1.02%
37,085
+17,517
1
2 3 4 5