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
$698M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.63M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$8.14M
5
DIS icon
Walt Disney
DIS
+$5.79M

Top Sells

1
+$22.3M
2
+$11M
3
+$10.5M
4
RWM icon
ProShares Short Russell2000
RWM
+$8.25M
5
TER icon
Teradyne
TER
+$8.1M

Sector Composition

1 Healthcare 21.92%
2 Consumer Discretionary 13.86%
3 Industrials 12.34%
4 Technology 8.76%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.55M 0.65%
47,622
-5,795
52
$4.52M 0.65%
69,451
-8,262
53
$4.41M 0.63%
104,882
-12,581
54
$4.4M 0.63%
23,703
-2,798
55
$4.31M 0.62%
89,862
+7,023
56
$4.3M 0.62%
167,455
-19,531
57
$4.24M 0.61%
128,872
-15,596
58
$4.2M 0.6%
+45,700
59
$4.18M 0.6%
177,925
-21,306
60
$4.17M 0.6%
4,972
-538
61
$4.08M 0.58%
79,227
-10,130
62
$4.07M 0.58%
179,632
-20,290
63
$4M 0.57%
236,637
-3,300
64
$3.96M 0.57%
61,357
-7,358
65
$3.87M 0.55%
82,436
-9,279
66
$3.81M 0.55%
51,448
-6,266
67
$3.81M 0.55%
100,396
-11,805
68
$3.76M 0.54%
89,577
-10,882
69
$3.73M 0.53%
21,720
-2,640
70
$3.71M 0.53%
40,514
+24,725
71
$3.7M 0.53%
65,243
-7,212
72
$3.69M 0.53%
446,019
-51,428
73
$3.65M 0.52%
114,908
-13,162
74
$3.64M 0.52%
+36,463
75
$3.61M 0.52%
47,708
-5,727
1 2
3
4 5