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
$947M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$18.7M
3
+$15.5M
4
OMC icon
Omnicom Group
OMC
+$9.66M
5
ANDV
Andeavor
ANDV
+$9.28M

Top Sells

1
+$12.2M
2
+$11.6M
3
+$11.3M
4
DDS icon
Dillards
DDS
+$8.95M
5
JWN
Nordstrom
JWN
+$8.91M

Sector Composition

1 Healthcare 18.86%
2 Financials 12.89%
3 Consumer Discretionary 12.18%
4 Industrials 11.59%
5 Technology 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.22M 0.66%
+57,661
52
$6.08M 0.64%
56,194
-55,287
53
$5.93M 0.63%
+202,097
54
$5.78M 0.61%
109,757
-14,251
55
$5.72M 0.6%
132,052
-17,620
56
$5.71M 0.6%
194,996
+371
57
$5.69M 0.6%
69,443
+6,497
58
$5.63M 0.59%
94,880
-12,738
59
$5.59M 0.59%
92,829
-11,587
60
$5.51M 0.58%
183,035
-18,913
61
$5.42M 0.57%
88,831
+48,636
62
$5.33M 0.56%
117,148
+25,594
63
$5.23M 0.55%
+277,140
64
$5.23M 0.55%
73,770
-12,316
65
$5.1M 0.54%
106,363
-9,751
66
$5.09M 0.54%
100,877
-114,765
67
$4.99M 0.53%
69,287
-7,228
68
$4.96M 0.52%
45,375
-6,195
69
$4.96M 0.52%
102,295
-13,345
70
$4.95M 0.52%
182,422
-23,882
71
$4.81M 0.51%
+109,019
72
$4.79M 0.51%
119,663
+81,125
73
$4.78M 0.51%
168,226
-18,678
74
$4.7M 0.5%
115,167
+79,626
75
$4.61M 0.49%
79,207
-10,826
1 2
3
4 5