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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.96%
164,774
-1,914
27
$10.6M 0.94%
141,174
+5,094
28
$10.5M 0.93%
296,403
-3,441
29
$10.3M 0.92%
+539,840
30
$10.3M 0.92%
174,306
-3,428
31
$10.2M 0.91%
354,922
-34,946
32
$10.1M 0.9%
+246,317
33
$9.79M 0.87%
230,825
-95,803
34
$9.78M 0.87%
665,634
+514,442
35
$9.6M 0.85%
85,142
+4,407
36
$9.55M 0.85%
+107,327
37
$9.53M 0.85%
1,089,698
-397,445
38
$9.49M 0.84%
203,907
-4,024
39
$9.39M 0.83%
+229,659
40
$9.25M 0.82%
139,196
-1,616
41
$9.17M 0.81%
152,282
-1,765
42
$9.15M 0.81%
63,005
+8,953
43
$8.64M 0.77%
156,181
-1,433
44
$8.52M 0.76%
980,718
+621,324
45
$8.33M 0.74%
154,416
-72,492
46
$8.17M 0.73%
64,580
-31,395
47
$8.02M 0.71%
142,764
-1,656
48
$7.9M 0.7%
+119,318
49
$7.71M 0.68%
103,141
-53,629
50
$7.59M 0.67%
14,136
-165
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