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
$698M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.63M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$8.14M
5
DIS icon
Walt Disney
DIS
+$5.79M

Top Sells

1
+$22.3M
2
+$11M
3
+$10.5M
4
RWM icon
ProShares Short Russell2000
RWM
+$8.25M
5
TER icon
Teradyne
TER
+$8.1M

Sector Composition

1 Healthcare 21.92%
2 Consumer Discretionary 13.86%
3 Industrials 12.34%
4 Technology 8.76%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 0.99%
77,362
-8,847
27
$6.88M 0.99%
95,461
-10,969
28
$6.79M 0.97%
92,349
-11,072
29
$6.64M 0.95%
71,866
-8,622
30
$6.6M 0.95%
73,058
-10,079
31
$6.35M 0.91%
183,273
-21,986
32
$6.31M 0.9%
229,410
-27,850
33
$6.15M 0.88%
65,887
-7,708
34
$5.9M 0.85%
120,248
-14,548
35
$5.79M 0.83%
+52,784
36
$5.7M 0.82%
174,211
-20,534
37
$5.69M 0.82%
85,755
-9,901
38
$5.65M 0.81%
98,759
-11,741
39
$5.55M 0.8%
213,460
-25,612
40
$5.48M 0.79%
217,306
-26,410
41
$5.08M 0.73%
109,070
-13,243
42
$5.08M 0.73%
33,991
-4,231
43
$5M 0.72%
241,254
-29,403
44
$4.95M 0.71%
35,805
-4,355
45
$4.89M 0.7%
137,640
-17,655
46
$4.73M 0.68%
43,537
-5,407
47
$4.65M 0.67%
44,646
-291
48
$4.64M 0.66%
85,110
-10,242
49
$4.62M 0.66%
155,193
-18,066
50
$4.61M 0.66%
55,372
-6,650
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