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
26
$9.24M 0.86%
613,035
+26,490
27
$8.95M 0.84%
85,094
+3,231
28
$8.93M 0.84%
+114,834
29
$8.91M 0.83%
119,578
+4,759
30
$8.66M 0.81%
165,338
-436,295
31
$8.36M 0.78%
52,464
+2,379
32
$8.29M 0.78%
206,304
+6,268
33
$8.13M 0.76%
125,387
+4,649
34
$8.06M 0.75%
125,410
+5,572
35
$7.95M 0.74%
334,711
-66,303
36
$7.87M 0.74%
117,250
+5,442
37
$7.87M 0.74%
81,390
+3,226
38
$7.72M 0.72%
82,587
+3,573
39
$7.71M 0.72%
11,562
+614
40
$7.65M 0.72%
48,215
+2,283
41
$7.49M 0.7%
86,086
+4,322
42
$7.39M 0.69%
+77,950
43
$7.37M 0.69%
222,606
-117,985
44
$7.13M 0.67%
107,618
+4,765
45
$7.11M 0.66%
41,619
-47,457
46
$6.99M 0.65%
+83,501
47
$6.97M 0.65%
63,404
+9,544
48
$6.75M 0.63%
124,008
+5,226
49
$6.7M 0.63%
104,416
+3,748
50
$6.69M 0.63%
182,726
+6,958
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