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
$698M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.63M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$8.14M
5
DIS icon
Walt Disney
DIS
+$5.79M

Top Sells

1
+$22.3M
2
+$11M
3
+$10.5M
4
RWM icon
ProShares Short Russell2000
RWM
+$8.25M
5
TER icon
Teradyne
TER
+$8.1M

Sector Composition

1 Healthcare 21.92%
2 Consumer Discretionary 13.86%
3 Industrials 12.34%
4 Technology 8.76%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.59M 0.51%
48,477
-5,762
77
$3.48M 0.5%
66,422
+7,082
78
$3.4M 0.49%
96,728
-11,584
79
$3.38M 0.48%
43,007
+1,946
80
$3.3M 0.47%
27,522
-3,257
81
$3.28M 0.47%
87,870
-10,545
82
$3.26M 0.47%
54,058
-6,196
83
$3.23M 0.46%
34,992
-2,449
84
$3.18M 0.46%
101,983
-12,816
85
$3.17M 0.45%
123,447
-15,309
86
$3.13M 0.45%
8,384
-631
87
$3.12M 0.45%
177,127
-19,362
88
$3.07M 0.44%
83,116
-9,967
89
$3.06M 0.44%
17,560
-1,950
90
$3.04M 0.44%
293,875
-33,315
91
$2.96M 0.42%
15,232
-1,819
92
$2.95M 0.42%
32,983
-4,009
93
$2.86M 0.41%
9,497
-603
94
$2.75M 0.39%
175,860
-20,699
95
$2.73M 0.39%
67,821
-8,245
96
$2.73M 0.39%
43,609
-3,032
97
$2.67M 0.38%
145,330
-16,920
98
$2.66M 0.38%
110,263
-12,826
99
$2.62M 0.38%
47,713
-5,877
100
$2.57M 0.37%
21,138
-600
2 3
4
5 6