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
$953M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.57M
3
+$7.54M
4
IM
Ingram Micro
IM
+$6.52M
5
J icon
Jacobs Solutions
J
+$6.39M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$8.75M
4
UHS icon
Universal Health Services
UHS
+$7.8M
5
ELV icon
Elevance Health
ELV
+$7.8M

Sector Composition

1 Financials 16.08%
2 Healthcare 14.93%
3 Industrials 13.82%
4 Consumer Discretionary 8.92%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.94M 0.52%
+51,842
77
$4.93M 0.52%
76,363
+3,727
78
$4.9M 0.51%
+114,292
79
$4.89M 0.51%
+243,245
80
$4.88M 0.51%
31,157
+1,457
81
$4.83M 0.51%
30,782
+1,468
82
$4.75M 0.5%
+98,862
83
$4.68M 0.49%
276,750
-98,685
84
$4.66M 0.49%
65,565
+18,940
85
$4.62M 0.49%
6,233
-3,671
86
$4.55M 0.48%
107,495
+5,200
87
$4.55M 0.48%
397,221
+5,202
88
$4.54M 0.48%
43,408
+2,167
89
$4.53M 0.48%
+159,391
90
$4.48M 0.47%
72,649
+1,043
91
$4.47M 0.47%
+114,631
92
$4.45M 0.47%
41,716
-14,478
93
$4.44M 0.47%
23,274
+1,017
94
$4.32M 0.45%
121,167
+12,148
95
$4.31M 0.45%
111,845
+5,482
96
$4.29M 0.45%
88,875
+1,128
97
$4.2M 0.44%
79,679
98
$4.05M 0.43%
+164,696
99
$4.03M 0.42%
13,139
+748
100
$3.99M 0.42%
59,218
-51,337
2 3
4
5 6