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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.89M 0.52%
+99,706
77
$5.89M 0.52%
99,207
+7,596
78
$5.88M 0.52%
46,854
-544
79
$5.54M 0.49%
+86,641
80
$5.42M 0.48%
191,108
-2,208
81
$5.32M 0.47%
764,125
-8,859
82
$5.28M 0.47%
111,374
-1,298
83
$5.27M 0.47%
62,950
-730
84
$5.18M 0.46%
81,528
+6,639
85
$5.09M 0.45%
98,942
+2,130
86
$5M 0.44%
+94,507
87
$4.98M 0.44%
91,300
+18,868
88
$4.96M 0.44%
169,042
-137,538
89
$4.89M 0.43%
280,315
-6,656
90
$4.65M 0.41%
205,351
+57,124
91
$4.64M 0.41%
58,254
-767
92
$4.6M 0.41%
259,073
-2,997
93
$4.43M 0.39%
70,219
-816
94
$4.34M 0.39%
254,179
-2,974
95
$4.31M 0.38%
35,692
-93
96
$4.24M 0.38%
151,416
-1,750
97
$4.12M 0.37%
79,679
98
$4.06M 0.36%
70,220
-1,201
99
$4.05M 0.36%
72,614
-851
100
$4M 0.35%
159,181
-1,840
2 3
4
5 6