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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.8M
3
+$6.17M
4
DHR icon
Danaher
DHR
+$6.06M
5
MDT icon
Medtronic
MDT
+$5.87M

Top Sells

1
+$21.2M
2
+$20.2M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.61M 0.72%
133,850
-510
52
$5.52M 0.71%
9,352
+2,425
53
$5.49M 0.7%
+99,969
54
$5.45M 0.7%
+40,110
55
$5.36M 0.69%
45,253
+11,301
56
$5.27M 0.67%
47,345
-170
57
$5.24M 0.67%
201,476
-47,281
58
$5.24M 0.67%
11,506
-41
59
$5.24M 0.67%
208,649
-787
60
$5.11M 0.65%
49,513
-187
61
$5.08M 0.65%
47,311
-184
62
$4.99M 0.64%
109,974
-402
63
$4.74M 0.61%
60,310
-207
64
$4.73M 0.61%
+34,156
65
$4.49M 0.57%
137,696
+12,967
66
$4.45M 0.57%
151,288
-524
67
$4.34M 0.56%
50,308
-180
68
$4.33M 0.55%
+107,102
69
$4.32M 0.55%
+40,088
70
$4.26M 0.55%
+19,928
71
$4.22M 0.54%
87,415
-285
72
$4.2M 0.54%
89,272
-306
73
$4.14M 0.53%
31,367
+92
74
$4.13M 0.53%
31,776
-108
75
$4.13M 0.53%
40,245
-734
1 2
3
4 5