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
$953M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.57M
3
+$7.54M
4
IM
Ingram Micro
IM
+$6.52M
5
J icon
Jacobs Solutions
J
+$6.39M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$8.75M
4
UHS icon
Universal Health Services
UHS
+$7.8M
5
ELV icon
Elevance Health
ELV
+$7.8M

Sector Composition

1 Financials 16.08%
2 Healthcare 14.93%
3 Industrials 13.82%
4 Consumer Discretionary 8.92%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.86M 0.93%
77,235
+2,836
27
$8.85M 0.93%
224,583
-1,776
28
$8.52M 0.89%
478,335
+201,195
29
$8.4M 0.88%
156,686
+7,421
30
$8.36M 0.88%
44,290
+2,230
31
$8.34M 0.87%
107,517
+5,186
32
$8.33M 0.87%
115,383
+5,687
33
$8.1M 0.85%
+76,162
34
$7.75M 0.81%
90,588
+2,225
35
$7.54M 0.79%
+159,583
36
$7.48M 0.79%
91,466
+1,735
37
$7.43M 0.78%
76,334
+3,727
38
$7.15M 0.75%
32,924
+1,576
39
$6.83M 0.72%
51,903
+1,817
40
$6.8M 0.71%
212,331
+10,234
41
$6.7M 0.7%
61,919
-57,331
42
$6.62M 0.69%
187,441
-113,556
43
$6.56M 0.69%
141,778
+49,400
44
$6.55M 0.69%
55,718
-65,296
45
$6.52M 0.68%
+214,697
46
$6.43M 0.67%
46,102
-55,942
47
$6.39M 0.67%
+184,236
48
$6.34M 0.67%
138,684
+6,632
49
$6.26M 0.66%
38,561
+11,342
50
$6.23M 0.65%
275,001
-308,665
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