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
$990M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.3M
3
+$7.33M
4
GM icon
General Motors
GM
+$5.94M
5
STLA icon
Stellantis
STLA
+$5.93M

Top Sells

1
+$14.7M
2
+$7.04M
3
+$6.51M
4
ATR icon
AptarGroup
ATR
+$6.27M
5
BERY
Berry Global Group, Inc.
BERY
+$6.02M

Sector Composition

1 Technology 21.49%
2 Financials 19.18%
3 Consumer Discretionary 15.33%
4 Industrials 11.08%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.28M 0.84%
61,301
-1,381
27
$8.27M 0.84%
128,302
-2,884
28
$8.27M 0.84%
44,319
-1,002
29
$8.22M 0.83%
658,623
-14,370
30
$8.2M 0.83%
28,501
-646
31
$8.1M 0.82%
91,178
-1,134
32
$7.96M 0.8%
46,013
-1,283
33
$7.9M 0.8%
83,679
-1,888
34
$7.8M 0.79%
72,853
-137,354
35
$7.73M 0.78%
31,719
+4,490
36
$7.66M 0.77%
86,261
-2,164
37
$7.44M 0.75%
62,738
-284
38
$7.4M 0.75%
155,846
-5,589
39
$7.36M 0.74%
182,265
+147,068
40
$7.33M 0.74%
+167,839
41
$7.31M 0.74%
176,228
-742
42
$7.23M 0.73%
403,662
+331,069
43
$7.22M 0.73%
67,926
-1,674
44
$7.03M 0.71%
586,852
+488,920
45
$6.97M 0.7%
185,642
-5,716
46
$6.97M 0.7%
146,449
-629
47
$6.92M 0.7%
382,479
-8,595
48
$6.88M 0.7%
128,956
-3,448
49
$6.78M 0.68%
128,354
+119
50
$6.74M 0.68%
48,590
-1,099
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