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
$672M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.92M
3
+$7.12M
4
COST icon
Costco
COST
+$6.19M
5
WMT icon
Walmart
WMT
+$5.77M

Top Sells

1
+$8.22M
2
+$8.02M
3
+$5.59M
4
WM icon
Waste Management
WM
+$5.58M
5
CRH icon
CRH
CRH
+$4.38M

Sector Composition

1 Technology 18.3%
2 Healthcare 16.05%
3 Financials 13.08%
4 Communication Services 7.15%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.61M 1.13%
263,064
-16,398
27
$7.25M 1.08%
30,757
-771
28
$7.16M 1.07%
119,618
+22,534
29
$6.92M 1.03%
89,955
-2,261
30
$6.48M 0.97%
71,068
-1,612
31
$6.39M 0.95%
159,936
+144,438
32
$6.21M 0.93%
27,364
-716
33
$6.19M 0.92%
+20,411
34
$6.17M 0.92%
14,183
-357
35
$6.14M 0.91%
111,428
-2,794
36
$5.99M 0.89%
65,486
+10,674
37
$5.99M 0.89%
61,663
-1,540
38
$5.91M 0.88%
106,620
-2,659
39
$5.8M 0.86%
29,371
+26,452
40
$5.52M 0.82%
162,223
-3,971
41
$5.49M 0.82%
91,766
-2,453
42
$5.39M 0.8%
115,667
-2,883
43
$5.32M 0.79%
38,102
-964
44
$5.28M 0.79%
46,634
-1,136
45
$5.21M 0.78%
53,085
-1,344
46
$5.17M 0.77%
106,960
-2,896
47
$5.15M 0.77%
55,596
-1,361
48
$5M 0.75%
15,185
-381
49
$5M 0.74%
44,502
-1,122
50
$4.9M 0.73%
71,319
-1,808
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