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
$742M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.46M
3
+$4.85M
4
RSG icon
Republic Services
RSG
+$4.81M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.43M

Top Sells

1
+$5.11M
2
+$4.97M
3
+$4.54M
4
EG icon
Everest Group
EG
+$4.53M
5
RHI icon
Robert Half
RHI
+$4.5M

Sector Composition

1 Healthcare 14.2%
2 Technology 10.62%
3 Industrials 9.04%
4 Energy 8.66%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.17M 0.7%
110,781
-27,902
52
$5.12M 0.69%
108,231
-2,538
53
$4.96M 0.67%
207,905
+68,722
54
$4.95M 0.67%
56,506
-1,336
55
$4.88M 0.66%
176,054
+6,649
56
$4.85M 0.65%
+30,941
57
$4.81M 0.65%
+37,328
58
$4.75M 0.64%
47,112
-1,110
59
$4.72M 0.64%
75,160
-1,763
60
$4.72M 0.64%
66,322
+2,011
61
$4.61M 0.62%
74,870
-6,700
62
$4.58M 0.62%
39,860
-937
63
$4.55M 0.61%
46,060
+3,171
64
$4.53M 0.61%
76,538
-1,785
65
$4.52M 0.61%
119,575
-3,994
66
$4.47M 0.6%
88,732
-47,083
67
$4.46M 0.6%
25,628
-796
68
$4.35M 0.59%
32,060
-757
69
$4.2M 0.57%
29,562
-692
70
$4.18M 0.56%
83,794
-1,979
71
$4.15M 0.56%
44,563
-1,475
72
$4.1M 0.55%
129,337
-2,966
73
$4.01M 0.54%
29,524
+8,137
74
$3.97M 0.54%
81,523
-1,910
75
$3.94M 0.53%
5,455
-126
1 2
3
4 5