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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.02M 1.04%
78,368
-731
27
$8.94M 1.03%
17,547
-7,612
28
$8.86M 1.02%
413,245
+1,010
29
$8.81M 1.02%
76,480
-718
30
$8.63M 1%
15,765
31
$8.13M 0.94%
112,638
-1,034
32
$8.05M 0.93%
18,240
-164
33
$7.91M 0.91%
35,087
-315
34
$7.69M 0.89%
102,559
-949
35
$7.64M 0.88%
70,249
-626
36
$7.5M 0.87%
42,585
-382
37
$7.48M 0.86%
51,569
-489
38
$7.34M 0.85%
13,546
-1,572
39
$7.08M 0.82%
18,571
-176
40
$7M 0.81%
31,316
-280
41
$6.95M 0.8%
70,659
-631
42
$6.84M 0.79%
45,495
-406
43
$6.84M 0.79%
232,013
-2,068
44
$6.76M 0.78%
+14,946
45
$6.53M 0.76%
+59,343
46
$6.5M 0.75%
+66,828
47
$6.4M 0.74%
19,920
+1,648
48
$6.37M 0.74%
68,298
-611
49
$6.36M 0.73%
24,222
-216
50
$6.1M 0.71%
+30,159
1
2
3 4 5