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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.29M 0.69%
+166,242
52
$6.04M 0.66%
70,130
+16,221
53
$6.03M 0.66%
163,103
+13,275
54
$5.98M 0.66%
117,639
-1,299
55
$5.88M 0.65%
+31,572
56
$5.8M 0.64%
61,334
+17,910
57
$5.76M 0.63%
31,001
-7,487
58
$5.72M 0.63%
102,307
+28,171
59
$5.7M 0.63%
+27,061
60
$5.64M 0.62%
54,423
-601
61
$5.38M 0.59%
40,320
-446
62
$5.27M 0.58%
90,729
-17,701
63
$5.25M 0.58%
109,699
-34,800
64
$5.22M 0.57%
120,223
-3,049
65
$5.12M 0.56%
+244,578
66
$5.08M 0.56%
113,681
+30,342
67
$5.03M 0.55%
120,469
-1,427
68
$4.94M 0.54%
79,600
-835
69
$4.87M 0.54%
24,938
-680
70
$4.67M 0.51%
141,360
-1,562
71
$4.67M 0.51%
177,630
+1,825
72
$4.63M 0.51%
121,968
-1,345
73
$4.59M 0.5%
+215,778
74
$4.58M 0.5%
+30,326
75
$4.54M 0.5%
+123,995
1 2
3
4 5