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
$555M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.66M
3
+$4.63M
4
ADBE icon
Adobe
ADBE
+$4.63M
5
AAPL icon
Apple
AAPL
+$4.62M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$9.75M
4
FI icon
Fiserv
FI
+$9.33M
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$9.01M

Sector Composition

1 Healthcare 16.66%
2 Technology 16.2%
3 Financials 13.55%
4 Communication Services 6.83%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.61M 0.47%
82,344
-5,316
77
$2.42M 0.44%
23,528
-1,511
78
$2.36M 0.43%
+109,146
79
$2.32M 0.42%
65,736
-4,240
80
$2.32M 0.42%
42,646
+38,342
81
$2.29M 0.41%
8,805
-568
82
$2.27M 0.41%
20,931
+18,549
83
$2.25M 0.4%
+68,480
84
$2.24M 0.4%
27,866
+24,532
85
$2.22M 0.4%
78,151
-5,142
86
$2.13M 0.38%
110,559
-9,837
87
$2.08M 0.38%
58,356
-4,866
88
$2.08M 0.37%
+63,544
89
$1.97M 0.35%
107,654
-9,568
90
$1.94M 0.35%
62,410
+49,655
91
$1.9M 0.34%
131,760
-12,208
92
$1.87M 0.34%
50,056
-3,235
93
$1.8M 0.32%
20,750
-4,540
94
$1.79M 0.32%
62,618
-6,210
95
$1.76M 0.32%
126,299
-11,063
96
$1.72M 0.31%
115,898
-7,450
97
$1.66M 0.3%
91,746
+2,690
98
$1.49M 0.27%
57,717
-3,836
99
$1.49M 0.27%
67,258
-4,421
100
$1.28M 0.23%
98,939
-20,317
2 3
4
5 6