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
$888M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.56M
3
+$3.88M
4
AIZ icon
Assurant
AIZ
+$3.73M
5
RDN icon
Radian Group
RDN
+$3.24M

Top Sells

1
+$6.63M
2
+$4.08M
3
+$3.58M
4
MKSI icon
MKS Inc
MKSI
+$3.43M
5
BRC icon
Brady Corp
BRC
+$3.39M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 9.34%
3 Communication Services 8.63%
4 Healthcare 8.22%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.17M 1.03%
412,235
-42,197
27
$9.15M 1.03%
112,081
+4,652
28
$8.93M 1.01%
103,508
-473
29
$8.86M 1%
18,404
-35
30
$8.67M 0.98%
52,058
-332
31
$8.61M 0.97%
44,625
-91
32
$8.6M 0.97%
35,402
-75
33
$8.29M 0.93%
15,765
+2
34
$7.98M 0.9%
71,290
-151
35
$7.84M 0.88%
15,118
-87
36
$7.62M 0.86%
113,672
-468
37
$7.6M 0.86%
63,999
-135
38
$7.45M 0.84%
18,747
-123
39
$7.43M 0.84%
31,596
-65
40
$7.35M 0.83%
70,262
-146
41
$7.01M 0.79%
42,967
-89
42
$6.82M 0.77%
24,438
-57
43
$6.7M 0.75%
234,081
-77,199
44
$6.67M 0.75%
45,901
-99
45
$6.6M 0.74%
75,208
-584
46
$6.57M 0.74%
40,047
-292
47
$6.51M 0.73%
47,373
-104
48
$6.34M 0.71%
18,277
-98
49
$6.28M 0.71%
256,417
+16,957
50
$6.2M 0.7%
56,970
-120
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2
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