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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.08M 0.7%
255,726
-691
52
$6.03M 0.7%
74,490
-718
53
$6.01M 0.69%
+151,046
54
$5.97M 0.69%
82,252
55
$5.81M 0.67%
+14,285
56
$5.69M 0.66%
34,500
-5,547
57
$5.67M 0.66%
+95,501
58
$5.44M 0.63%
9,801
-88
59
$5.42M 0.63%
128,392
60
$5.4M 0.62%
137,816
-1,228
61
$5.36M 0.62%
33,799
-320
62
$5.29M 0.61%
+36,373
63
$5.27M 0.61%
183,479
-2,191
64
$5.02M 0.58%
105,665
-945
65
$4.83M 0.56%
22,197
-204
66
$4.82M 0.56%
36,215
+2,670
67
$4.78M 0.55%
8,828
-80
68
$4.65M 0.54%
83,810
-750
69
$4.6M 0.53%
+96,757
70
$4.57M 0.53%
13,733
-123
71
$4.53M 0.52%
43,975
-391
72
$4.5M 0.52%
48,045
-159
73
$4.49M 0.52%
45,360
-552
74
$4.46M 0.52%
63,547
-612
75
$4.45M 0.51%
67,185
-9,988
1 2
3
4 5