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
$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
1
$23.3M 3.07%
1,502,951
-270,969
2
$20.3M 2.69%
70,536
+7,644
3
$19M 2.51%
822,308
+7,624
4
$16.5M 2.18%
99,966
-2,047
5
$15.2M 2.01%
286,780
-6,460
6
$12.3M 1.62%
512,441
-121,341
7
$12.1M 1.59%
98,118
-2,225
8
$12M 1.59%
476,390
-15,563
9
$11.9M 1.58%
25,244
-1,501
10
$11.9M 1.57%
144,975
+25,780
11
$11.6M 1.53%
76,584
+16,287
12
$11.5M 1.52%
164,097
+97,775
13
$10.4M 1.37%
258,616
+1,003
14
$10.1M 1.34%
95,391
-2,124
15
$9.98M 1.32%
266,945
-2,349
16
$9.34M 1.23%
19,249
-448
17
$9.25M 1.22%
+43,658
18
$9.18M 1.21%
83,730
-1,913
19
$8.28M 1.09%
45,198
-857
20
$8.27M 1.09%
177,568
21
$8.17M 1.08%
+78,768
22
$7.96M 1.05%
49,973
-1,021
23
$7.84M 1.03%
80,216
-1,642
24
$7.82M 1.03%
+84,203
25
$7.66M 1.01%
19,183
-392
1
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