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
$704M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.32M
3
+$4.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.77M
5
EG icon
Everest Group
EG
+$4.33M

Top Sells

1
+$8.25M
2
+$6.05M
3
+$5.11M
4
NSIT icon
Insight Enterprises
NSIT
+$5.08M
5
ICE icon
Intercontinental Exchange
ICE
+$4.14M

Sector Composition

1 Financials 13.43%
2 Healthcare 12.21%
3 Technology 12.09%
4 Energy 8.29%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.77M 0.96%
88,980
-36,136
27
$6.72M 0.95%
107,915
-2,715
28
$6.71M 0.95%
128,241
+28,272
29
$6.69M 0.95%
134,010
-1,081
30
$6.54M 0.93%
20,745
-618
31
$6.52M 0.93%
20,441
-407
32
$6.32M 0.9%
+16,680
33
$6.27M 0.89%
56,738
-1,405
34
$6.22M 0.88%
27,674
+4,372
35
$6.07M 0.86%
11,169
+1,817
36
$5.98M 0.85%
72,219
+38,536
37
$5.93M 0.84%
54,608
+9,355
38
$5.73M 0.81%
164,874
-4,230
39
$5.66M 0.8%
85,476
-2,175
40
$5.44M 0.77%
191,807
+40,519
41
$5.43M 0.77%
27,579
-593
42
$5.28M 0.75%
107,450
-2,524
43
$5.17M 0.73%
130,462
-3,388
44
$5.05M 0.72%
85,745
+81,028
45
$4.89M 0.69%
+28,922
46
$4.87M 0.69%
210,235
+8,759
47
$4.86M 0.69%
86,466
-12,370
48
$4.82M 0.68%
137,966
-3,260
49
$4.72M 0.67%
134,677
-3,019
50
$4.66M 0.66%
39,146
-964
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