LG

Leuthold Group Portfolio holdings

AUM $926M
1-Year Est. Return 37.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.58%
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
+$9.48M
2
+$5.05M
3
+$3.92M
4
USB icon
US Bancorp
USB
+$3.84M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$3.71M

Top Sells

1
+$8.56M
2
+$8.27M
3
+$5.23M
4
MTB icon
M&T Bank
MTB
+$4.35M
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
1
$25M 2.99%
50,269
-784
2
$21.8M 2.61%
29,556
-513
3
$19.7M 2.36%
839,145
+31,426
4
$19.3M 2.31%
144,410
-2,290
5
$17.8M 2.13%
1,731,569
-167,567
6
$14.7M 1.76%
67,388
-1,107
7
$13.7M 1.64%
165,772
-88
8
$13.1M 1.56%
59,900
-947
9
$13M 1.56%
388,529
+61,282
10
$12.5M 1.49%
289,269
+87,318
11
$12.3M 1.47%
17,385
-267
12
$11.9M 1.42%
67,493
-1,005
13
$11.3M 1.35%
15,453
-287
14
$11.2M 1.34%
595,073
-39,814
15
$10.7M 1.28%
213,388
+189,895
16
$10.3M 1.23%
196,446
+3,970
17
$10.3M 1.23%
61,036
-918
18
$9.88M 1.18%
197,916
-3,080
19
$9.85M 1.18%
77,786
+7,472
20
$9.71M 1.16%
12,883
-1,022
21
$9.53M 1.14%
67,646
-1,016
22
$9.45M 1.13%
604,396
-9,495
23
$9.41M 1.12%
89,268
-7,484
24
$9.41M 1.12%
39,491
-552
25
$9.1M 1.09%
14,658
+343
1
2 3 4 5