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
$928M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$7.74M
3
+$6.81M
4
RCL icon
Royal Caribbean
RCL
+$4.9M
5
TNL icon
Travel + Leisure Co
TNL
+$4.3M

Top Sells

1
+$5.07M
2
+$4.81M
3
+$4.8M
4
RDN icon
Radian Group
RDN
+$4.77M
5
BBY icon
Best Buy
BBY
+$4.76M

Sector Composition

1 Financials 22.57%
2 Technology 20.82%
3 Industrials 16.03%
4 Consumer Discretionary 10.84%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.76M 0.62%
35,136
-783
52
$5.74M 0.62%
27,860
-618
53
$5.68M 0.61%
61,623
-1,373
54
$5.65M 0.61%
153,600
-3,368
55
$5.49M 0.59%
20,088
-53
56
$5.32M 0.57%
84,249
-1,963
57
$5.24M 0.56%
144,752
-3,150
58
$5.23M 0.56%
35,709
-796
59
$5.18M 0.56%
56,677
-14,622
60
$5.08M 0.55%
21,725
-773
61
$5.06M 0.55%
74,511
-1,659
62
$4.96M 0.53%
275,865
-6,150
63
$4.91M 0.53%
104,878
-2,335
64
$4.9M 0.53%
+49,982
65
$4.9M 0.53%
80,042
-1,786
66
$4.89M 0.53%
43,689
-970
67
$4.89M 0.53%
237,312
-7,620
68
$4.85M 0.52%
37,412
-830
69
$4.82M 0.52%
29,187
-652
70
$4.75M 0.51%
72,491
-1,704
71
$4.71M 0.51%
265,411
-5,811
72
$4.63M 0.5%
62,694
-1,396
73
$4.61M 0.5%
257,818
-5,530
74
$4.55M 0.49%
43,007
-959
75
$4.54M 0.49%
102,450
-3,035
1 2
3
4 5