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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.66M 0.62%
35,840
+1,771
52
$6.2M 0.58%
149,672
+6,006
53
$6.19M 0.58%
201,948
+35,944
54
$6.03M 0.56%
115,640
+4,771
55
$5.86M 0.55%
14,499
+553
56
$5.83M 0.55%
+58,399
57
$5.82M 0.54%
33,483
+1,508
58
$5.8M 0.54%
318,767
+14,414
59
$5.79M 0.54%
+144,319
60
$5.75M 0.54%
+110,434
61
$5.72M 0.54%
81,653
+3,344
62
$5.67M 0.53%
44,153
+1,204
63
$5.67M 0.53%
90,033
+4,243
64
$5.63M 0.53%
+62,946
65
$5.62M 0.53%
+186,904
66
$5.6M 0.52%
194,625
-152,283
67
$5.57M 0.52%
88,434
+3,384
68
$5.43M 0.51%
+32,496
69
$5.4M 0.51%
58,216
+1,898
70
$5.36M 0.5%
+140,398
71
$5.36M 0.5%
+142,846
72
$5.34M 0.5%
+50,196
73
$5.32M 0.5%
624,154
+26,088
74
$5.32M 0.5%
38,339
+1,903
75
$5.31M 0.5%
191,840
+8,350
1 2
3
4 5