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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.45M 0.93%
221,831
-89,340
27
$8.29M 0.91%
50,647
-562
28
$7.88M 0.87%
82,424
-1,852
29
$7.85M 0.86%
105,896
-1,172
30
$7.81M 0.86%
286,878
-2,991
31
$7.66M 0.84%
249,486
-6,602
32
$7.65M 0.84%
49,613
-86
33
$7.59M 0.84%
+97,086
34
$7.42M 0.82%
+260,743
35
$7.39M 0.81%
+137,252
36
$7.34M 0.81%
112,723
+23,597
37
$7.29M 0.8%
76,182
-841
38
$7.24M 0.8%
85,163
-992
39
$7.14M 0.79%
74,923
+15,176
40
$7.1M 0.78%
+173,528
41
$7.08M 0.78%
+97,130
42
$7.04M 0.77%
244,940
-29,602
43
$7.04M 0.77%
41,421
+4,821
44
$6.94M 0.76%
63,157
-77
45
$6.92M 0.76%
132,053
-1,277
46
$6.63M 0.73%
115,663
-1,282
47
$6.57M 0.72%
175,603
+30,021
48
$6.55M 0.72%
105,702
+28,027
49
$6.5M 0.72%
+125,612
50
$6.33M 0.7%
91,213
-10,223
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