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
$990M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.3M
3
+$7.33M
4
GM icon
General Motors
GM
+$5.94M
5
STLA icon
Stellantis
STLA
+$5.93M

Top Sells

1
+$14.7M
2
+$7.04M
3
+$6.51M
4
ATR icon
AptarGroup
ATR
+$6.27M
5
BERY
Berry Global Group, Inc.
BERY
+$6.02M

Sector Composition

1 Technology 21.49%
2 Financials 19.18%
3 Consumer Discretionary 15.33%
4 Industrials 11.08%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.55M 0.66%
145,352
-3,162
52
$6.46M 0.65%
34,583
-738
53
$6.33M 0.64%
33,954
+7
54
$6.25M 0.63%
122,158
+2,474
55
$5.94M 0.6%
18,971
-89
56
$5.82M 0.59%
71,887
-103
57
$5.79M 0.58%
+195,939
58
$5.74M 0.58%
+48,193
59
$5.71M 0.58%
155,924
-1,418
60
$5.66M 0.57%
143,989
-3,670
61
$5.62M 0.57%
151,196
-3,905
62
$5.58M 0.56%
137,234
-2,884
63
$5.58M 0.56%
75,971
-1,831
64
$5.46M 0.55%
41,284
-931
65
$5.32M 0.54%
50,174
-519
66
$5.25M 0.53%
35,342
-799
67
$5.19M 0.52%
27,561
-628
68
$5.14M 0.52%
56,196
-146
69
$5.13M 0.52%
79,798
-1,708
70
$5.1M 0.52%
251,427
-5,376
71
$4.96M 0.5%
63,790
-1,444
72
$4.95M 0.5%
+83,795
73
$4.91M 0.5%
59,258
-1,333
74
$4.88M 0.49%
170,771
-3,845
75
$4.78M 0.48%
52,770
-1,182
1 2
3
4 5