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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.3M 0.5%
45,787
+2,224
77
$5.28M 0.49%
+23,489
78
$5.22M 0.49%
+116,114
79
$5.13M 0.48%
76,515
+2,417
80
$4.93M 0.46%
51,570
+2,210
81
$4.9M 0.46%
31,494
+1,218
82
$4.85M 0.45%
41,405
+1,523
83
$4.84M 0.45%
101,141
+5,058
84
$4.84M 0.45%
227,178
+10,335
85
$4.81M 0.45%
200,590
+8,535
86
$4.79M 0.45%
89,829
+4,319
87
$4.77M 0.45%
+97,326
88
$4.7M 0.44%
30,614
+1,199
89
$4.69M 0.44%
144,013
+5,237
90
$4.68M 0.44%
232,156
+7,621
91
$4.66M 0.44%
214,741
+9,814
92
$4.61M 0.43%
25,511
+1,378
93
$4.53M 0.42%
49,892
+2,249
94
$4.51M 0.42%
46,601
+2,358
95
$4.47M 0.42%
77,094
+789
96
$4.47M 0.42%
+101,529
97
$4.34M 0.41%
173,224
+7,445
98
$4.32M 0.4%
83,430
+3,758
99
$4.21M 0.39%
79,679
100
$4.11M 0.38%
91,554
-11,406
2 3
4
5 6