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
$555M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.66M
3
+$4.63M
4
ADBE icon
Adobe
ADBE
+$4.63M
5
AAPL icon
Apple
AAPL
+$4.62M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$9.75M
4
FI icon
Fiserv
FI
+$9.33M
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$9.01M

Sector Composition

1 Healthcare 16.66%
2 Technology 16.2%
3 Financials 13.55%
4 Communication Services 6.83%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.67%
109,279
-8,638
52
$3.71M 0.67%
166,194
-13,392
53
$3.7M 0.67%
25,717
-1,657
54
$3.67M 0.66%
61,887
+56,306
55
$3.66M 0.66%
136,467
-9,052
56
$3.66M 0.66%
16,104
+1,296
57
$3.64M 0.66%
145,147
-9,298
58
$3.63M 0.65%
+107,842
59
$3.63M 0.65%
19,165
-1,272
60
$3.63M 0.65%
33,544
-4,479
61
$3.62M 0.65%
+20,455
62
$3.61M 0.65%
71,653
-6,077
63
$3.57M 0.64%
+152,203
64
$3.55M 0.64%
97,084
-6,226
65
$3.38M 0.61%
27,372
-429
66
$3.38M 0.61%
+36,244
67
$3.37M 0.61%
41,748
-2,694
68
$3.25M 0.59%
11,255
-726
69
$3.24M 0.58%
229,120
-14,795
70
$2.88M 0.52%
29,058
-2,932
71
$2.87M 0.52%
76,006
-4,904
72
$2.79M 0.5%
173,570
-14,122
73
$2.78M 0.5%
75,180
-8,016
74
$2.74M 0.49%
+59,176
75
$2.63M 0.47%
69,847
-4,502
1 2
3
4 5