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
$672M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.92M
3
+$7.12M
4
COST icon
Costco
COST
+$6.19M
5
WMT icon
Walmart
WMT
+$5.77M

Top Sells

1
+$8.22M
2
+$8.02M
3
+$5.59M
4
WM icon
Waste Management
WM
+$5.58M
5
CRH icon
CRH
CRH
+$4.38M

Sector Composition

1 Technology 18.3%
2 Healthcare 16.05%
3 Financials 13.08%
4 Communication Services 7.15%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.73%
25,105
-612
52
$4.88M 0.73%
17,758
-442
53
$4.8M 0.71%
45,253
-1,814
54
$4.64M 0.69%
+402,090
55
$4.58M 0.68%
148,443
-3,760
56
$4.51M 0.67%
91,462
-2,251
57
$4.4M 0.66%
16,449
+99
58
$4.37M 0.65%
73,273
-1,907
59
$4.28M 0.64%
109,819
-2,741
60
$4.28M 0.64%
64,157
-1,579
61
$4.14M 0.62%
15,734
-370
62
$4.11M 0.61%
35,343
-901
63
$4.05M 0.6%
+63,808
64
$3.99M 0.59%
104,892
-2,762
65
$3.92M 0.58%
74,176
-1,830
66
$3.92M 0.58%
60,292
-1,595
67
$3.82M 0.57%
83,160
+77,398
68
$3.74M 0.56%
19,914
-541
69
$3.73M 0.56%
40,729
-1,019
70
$3.72M 0.55%
+138,192
71
$3.67M 0.55%
10,984
-271
72
$3.63M 0.54%
+58,761
73
$3.51M 0.52%
107,774
-2,785
74
$3.42M 0.51%
22,950
-578
75
$3.39M 0.51%
107,297
+99,875
1 2
3
4 5