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
$990M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.3M
3
+$7.33M
4
GM icon
General Motors
GM
+$5.94M
5
STLA icon
Stellantis
STLA
+$5.93M

Top Sells

1
+$14.7M
2
+$7.04M
3
+$6.51M
4
ATR icon
AptarGroup
ATR
+$6.27M
5
BERY
Berry Global Group, Inc.
BERY
+$6.02M

Sector Composition

1 Technology 21.49%
2 Financials 19.18%
3 Consumer Discretionary 15.33%
4 Industrials 11.08%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.71M 0.48%
40,625
-919
77
$4.68M 0.47%
49,034
-1,104
78
$4.65M 0.47%
42,815
-959
79
$4.6M 0.47%
57,376
-295
80
$4.56M 0.46%
85,959
-1,931
81
$4.51M 0.46%
203,282
-2,500
82
$4.51M 0.46%
168,692
-3,799
83
$4.45M 0.45%
99,891
-2,243
84
$4.44M 0.45%
58,238
-1,311
85
$4.44M 0.45%
90,553
-1,867
86
$4.41M 0.45%
21,515
-571
87
$4.4M 0.44%
117,259
-555
88
$4.39M 0.44%
696,408
-14,456
89
$4.32M 0.44%
88,072
-13,684
90
$4.23M 0.43%
181,158
-4,659
91
$4.21M 0.42%
80,947
-11,888
92
$4.2M 0.42%
20,448
-465
93
$4.2M 0.42%
613,655
-13,075
94
$4.16M 0.42%
33,437
-756
95
$4.15M 0.42%
75,686
-1,698
96
$4.12M 0.42%
76,295
-1,718
97
$4.12M 0.42%
76,481
-1,724
98
$4.08M 0.41%
116,576
-2,625
99
$4.06M 0.41%
153,956
-2,144
100
$4.05M 0.41%
107,043
-2,404
2 3
4
5 6