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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-270,365
227
– –
-66,350
228
– –
-108,879
229
– –
-49,706
230
– –
-16,988
231
– –
-129,506
232
– –
-508,998
233
– –
-91,401
234
– –
-36,389
235
– –
-9,561
236
– –
-17,834
237
– –
-65,373
238
– –
-173,540
239
– –
-98,234
6 7 8 9
10