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
$742M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.46M
3
+$4.85M
4
RSG icon
Republic Services
RSG
+$4.81M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.43M

Top Sells

1
+$5.11M
2
+$4.97M
3
+$4.54M
4
EG icon
Everest Group
EG
+$4.53M
5
RHI icon
Robert Half
RHI
+$4.5M

Sector Composition

1 Healthcare 14.2%
2 Technology 10.62%
3 Industrials 9.04%
4 Energy 8.66%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.73M 1.04%
94,275
-2,205
27
$7.59M 1.02%
106,663
-3,499
28
$7.5M 1.01%
60,297
+17,932
29
$7.38M 0.99%
19,575
-459
30
$7.3M 0.98%
81,858
-1,922
31
$7.06M 0.95%
54,489
-1,293
32
$7.04M 0.95%
24,844
-584
33
$7.01M 0.94%
123,045
-2,829
34
$6.91M 0.93%
19,873
-465
35
$6.84M 0.92%
103,371
-2,428
36
$6.63M 0.89%
71,457
+2,717
37
$6.42M 0.87%
183,799
-4,288
38
$6.3M 0.85%
26,757
-625
39
$6.22M 0.84%
108,160
-2,663
40
$6.21M 0.84%
17,484
-409
41
$6.18M 0.83%
132,448
-3,129
42
$5.94M 0.8%
10,790
-254
43
$5.8M 0.78%
52,802
-1,229
44
$5.69M 0.77%
124,931
-2,936
45
$5.66M 0.76%
157,943
-3,701
46
$5.53M 0.75%
14,402
-2,278
47
$5.5M 0.74%
103,031
-2,427
48
$5.49M 0.74%
26,418
-621
49
$5.49M 0.74%
226,354
+5,557
50
$5.28M 0.71%
194,989
-4,560
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