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
$704M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.32M
3
+$4.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.77M
5
EG icon
Everest Group
EG
+$4.33M

Top Sells

1
+$8.25M
2
+$6.05M
3
+$5.11M
4
NSIT icon
Insight Enterprises
NSIT
+$5.08M
5
ICE icon
Intercontinental Exchange
ICE
+$4.14M

Sector Composition

1 Financials 13.43%
2 Healthcare 12.21%
3 Technology 12.09%
4 Energy 8.29%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.64M 0.66%
51,658
-1,286
52
$4.63M 0.66%
51,258
-1,337
53
$4.59M 0.65%
75,324
-1,474
54
$4.57M 0.65%
203,465
-5,184
55
$4.55M 0.65%
112,254
-62,757
56
$4.49M 0.64%
59,989
-1,445
57
$4.43M 0.63%
18,252
-542
58
$4.36M 0.62%
41,603
-1,077
59
$4.33M 0.62%
+15,465
60
$4.23M 0.6%
33,389
-767
61
$4.18M 0.59%
79,805
+23,677
62
$4.09M 0.58%
32,139
+7,192
63
$4.08M 0.58%
11,149
-357
64
$4.03M 0.57%
248,186
-158,400
65
$4.02M 0.57%
58,869
-1,441
66
$4.01M 0.57%
85,101
-2,314
67
$3.97M 0.56%
40,952
+707
68
$3.96M 0.56%
39,046
-1,042
69
$3.96M 0.56%
44,249
-24,596
70
$3.95M 0.56%
39,547
-1,038
71
$3.9M 0.55%
87,342
-1,930
72
$3.86M 0.55%
37,602
-907
73
$3.85M 0.55%
34,460
-983
74
$3.85M 0.55%
19,568
-360
75
$3.69M 0.52%
150,512
+13,881
1 2
3
4 5