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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.8M
3
+$6.17M
4
DHR icon
Danaher
DHR
+$6.06M
5
MDT icon
Medtronic
MDT
+$5.87M

Top Sells

1
+$21.2M
2
+$20.2M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.63M 0.98%
21,363
-83
27
$7.63M 0.98%
20,848
-81
28
$7.57M 0.97%
68,845
-241
29
$7.48M 0.96%
110,630
-413
30
$7.39M 0.95%
31,933
+11,566
31
$7.01M 0.9%
61,434
-229
32
$6.93M 0.89%
58,143
-188
33
$6.83M 0.87%
135,091
-50,259
34
$6.81M 0.87%
98,836
+89,485
35
$6.8M 0.87%
+131,367
36
$6.68M 0.86%
18,794
-71
37
$6.53M 0.84%
87,651
-330
38
$6.34M 0.81%
169,104
-620
39
$6.25M 0.8%
28,172
-110
40
$6.17M 0.79%
76,798
+69,557
41
$6.14M 0.79%
52,595
-203
42
$6.06M 0.78%
+23,302
43
$6.05M 0.78%
89,139
-316
44
$6.05M 0.77%
245,429
+97,331
45
$6.04M 0.77%
46,023
-159
46
$5.87M 0.75%
+52,944
47
$5.84M 0.75%
141,226
-480
48
$5.79M 0.74%
70,087
-256
49
$5.78M 0.74%
38,509
-146
50
$5.63M 0.72%
+113,235
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