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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.58M 0.67%
+112,010
52
$7.4M 0.66%
52,032
-1,217
53
$7.33M 0.65%
39,815
-553
54
$7.21M 0.64%
+516,680
55
$7.18M 0.64%
44,000
-506
56
$7.18M 0.64%
60,737
-1,647
57
$7.17M 0.64%
58,153
-668
58
$7.1M 0.63%
259,105
-3,569
59
$6.99M 0.62%
121,162
-1,404
60
$6.82M 0.61%
+325,510
61
$6.79M 0.6%
273,520
+595
62
$6.72M 0.6%
+216,935
63
$6.7M 0.59%
221,076
-4,752
64
$6.63M 0.59%
63,679
+1,517
65
$6.56M 0.58%
111,081
-2,044
66
$6.32M 0.56%
213,892
-2,285
67
$6.31M 0.56%
134,808
-1,571
68
$6.3M 0.56%
63,807
-740
69
$6.28M 0.56%
349,138
-6,964
70
$6.21M 0.55%
145,271
-1,696
71
$6.18M 0.55%
171,706
+884
72
$6.11M 0.54%
238,539
-3,989
73
$6.03M 0.54%
200,763
-2,327
74
$5.91M 0.52%
89,444
+1,313
75
$5.89M 0.52%
110,661
-1,282
1 2
3
4 5