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
$953M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.57M
3
+$7.54M
4
IM
Ingram Micro
IM
+$6.52M
5
J icon
Jacobs Solutions
J
+$6.39M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$8.75M
4
UHS icon
Universal Health Services
UHS
+$7.8M
5
ELV icon
Elevance Health
ELV
+$7.8M

Sector Composition

1 Financials 16.08%
2 Healthcare 14.93%
3 Industrials 13.82%
4 Consumer Discretionary 8.92%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.08M 0.64%
106,694
+29,132
52
$6.06M 0.64%
75,267
-91,122
53
$6.03M 0.63%
71,520
+2,077
54
$5.95M 0.62%
47,810
+2,435
55
$5.94M 0.62%
138,723
+107,648
56
$5.84M 0.61%
143,988
+95,441
57
$5.83M 0.61%
107,588
+81,170
58
$5.76M 0.6%
90,076
+1,245
59
$5.74M 0.6%
127,958
+10,810
60
$5.65M 0.59%
194,759
-237
61
$5.59M 0.59%
84,274
+64,864
62
$5.38M 0.56%
99,631
+4,751
63
$5.29M 0.56%
52,277
+15,934
64
$5.22M 0.55%
92,796
+14,423
65
$5.21M 0.55%
35,596
-20,754
66
$5.14M 0.54%
35,542
+1,728
67
$5.1M 0.53%
42,548
+2,119
68
$5.05M 0.53%
48,664
+2,470
69
$5.01M 0.53%
+379,639
70
$4.98M 0.52%
98,779
-2,098
71
$4.98M 0.52%
176,466
+8,240
72
$4.97M 0.52%
+131,368
73
$4.96M 0.52%
46,992
-10,669
74
$4.95M 0.52%
82,983
+3,776
75
$4.94M 0.52%
27,694
-31,798
1 2
3
4 5