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
$900M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.59M
3
+$4.9M
4
MTBA icon
Simplify MBS ETF
MTBA
+$4.51M
5
ACGL icon
Arch Capital
ACGL
+$4.35M

Top Sells

1
+$5.67M
2
+$5.42M
3
+$5.4M
4
CSCO icon
Cisco
CSCO
+$5.02M
5
NMR icon
Nomura Holdings
NMR
+$4.34M

Sector Composition

1 Financials 16.87%
2 Technology 16.08%
3 Consumer Discretionary 12.08%
4 Communication Services 8.49%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.6M 0.73%
43,707
-1,788
52
$6.44M 0.72%
33,416
-1,084
53
$6.34M 0.7%
81,228
-1,024
54
$6.32M 0.7%
13,738
-547
55
$6.32M 0.7%
248,897
-6,829
56
$6.23M 0.69%
22,668
-1,554
57
$6.19M 0.69%
65,339
-2,959
58
$6.16M 0.69%
21,423
-774
59
$6M 0.67%
36,087
-128
60
$5.96M 0.66%
20,672
+9,076
61
$5.87M 0.65%
266,841
+69,627
62
$5.74M 0.64%
93,548
-3,209
63
$5.68M 0.63%
80,823
-2,987
64
$5.59M 0.62%
+58,148
65
$5.57M 0.62%
181,900
-1,579
66
$5.45M 0.61%
42,888
-1,075
67
$5.43M 0.6%
32,315
-1,484
68
$5.39M 0.6%
69,550
-2,300
69
$5.28M 0.59%
52,144
+13,402
70
$5.25M 0.58%
22,928
-287
71
$5.25M 0.58%
34,860
-1,513
72
$5.2M 0.58%
60,662
-2,885
73
$5.17M 0.58%
13,229
-504
74
$5.1M 0.57%
28,660
+7,370
75
$5.02M 0.56%
9,686
-115
1 2
3
4 5