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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.49M 0.49%
+31,716
77
$4.47M 0.49%
+42,211
78
$4.46M 0.49%
+201,993
79
$4.43M 0.49%
+345,782
80
$4.43M 0.49%
+54,219
81
$4.39M 0.48%
102,941
+41,874
82
$4.35M 0.48%
+444,404
83
$4.15M 0.46%
84,990
-3,274
84
$4.08M 0.45%
+141,693
85
$3.91M 0.43%
78,642
-869
86
$3.89M 0.43%
89,914
+369
87
$3.89M 0.43%
+79,701
88
$3.88M 0.43%
37,814
-416
89
$3.83M 0.42%
192,037
-4,808
90
$3.8M 0.42%
22,524
+3,397
91
$3.79M 0.42%
+41,261
92
$3.74M 0.41%
170,184
-1,846
93
$3.71M 0.41%
+200,044
94
$3.65M 0.4%
100,450
-1,120
95
$3.65M 0.4%
77,881
-860
96
$3.55M 0.39%
60,633
+521
97
$3.53M 0.39%
+94,047
98
$3.48M 0.38%
95,269
-3,054
99
$3.47M 0.38%
+42,619
100
$3.41M 0.38%
129,406
-1,403
2 3
4
5 6