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
$833M
AUM Growth
-$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.93M
3
+$7.35M
4
C icon
Citigroup
C
+$5.75M
5
CSCO icon
Cisco
CSCO
+$5.25M

Top Sells

1
+$17.9M
2
+$16.2M
3
+$12.5M
4
AMAT icon
Applied Materials
AMAT
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$9.57M

Sector Composition

1 Financials 21.04%
2 Technology 14.21%
3 Consumer Discretionary 11.25%
4 Communication Services 9.46%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.86M 0.7%
257,477
-9,364
52
$5.72M 0.69%
90,399
-3,149
53
$5.71M 0.69%
19,029
-681
54
$5.68M 0.68%
245,748
-3,149
55
$5.55M 0.67%
151,790
-5,404
56
$5.53M 0.66%
20,018
-654
57
$5.25M 0.63%
+88,624
58
$5.24M 0.63%
74,495
-6,733
59
$5.22M 0.63%
+47,191
60
$5.21M 0.63%
27,691
-969
61
$5.09M 0.61%
33,634
-1,226
62
$5.06M 0.61%
27,960
-4,355
63
$5.03M 0.6%
177,530
-4,370
64
$4.91M 0.59%
63,864
-6,532
65
$4.77M 0.57%
78,001
-2,822
66
$4.72M 0.57%
+55,249
67
$4.64M 0.56%
12,800
-429
68
$4.63M 0.56%
47,795
-4,349
69
$4.6M 0.55%
269,880
+247,692
70
$4.52M 0.54%
876,813
+312,504
71
$4.52M 0.54%
277,620
-10,099
72
$4.51M 0.54%
339,520
+313,831
73
$4.42M 0.53%
28,473
+25,594
74
$4.41M 0.53%
34,959
-1,128
75
$4.33M 0.52%
298,514
-10,815
1 2
3
4 5