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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.82M
3
+$5.83M
4
MDT icon
Medtronic
MDT
+$5.59M
5
BHP icon
BHP
BHP
+$5.44M

Top Sells

1
+$21.2M
2
+$19.6M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-838
227
– –
-12,311
228
– –
-11,340
229
– –
-13,708
230
– –
-12,919
231
– –
-3,837
232
– –
-97,676
233
– –
-100,335
234
– –
-1,075
6 7 8 9
10