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
$672M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.92M
3
+$7.12M
4
COST icon
Costco
COST
+$6.19M
5
WMT icon
Walmart
WMT
+$5.77M

Top Sells

1
+$8.22M
2
+$8.02M
3
+$5.59M
4
WM icon
Waste Management
WM
+$5.58M
5
CRH icon
CRH
CRH
+$4.38M

Sector Composition

1 Technology 18.3%
2 Healthcare 16.05%
3 Financials 13.08%
4 Communication Services 7.15%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.5%
+57,009
77
$3.32M 0.5%
98,874
+36,464
78
$3.2M 0.48%
80,319
-2,025
79
$3.16M 0.47%
48,853
-1,203
80
$3.16M 0.47%
+29,498
81
$3.09M 0.46%
27,117
-749
82
$2.97M 0.44%
106,448
-2,698
83
$2.92M 0.43%
20,448
-483
84
$2.89M 0.43%
66,747
-1,733
85
$2.82M 0.42%
8,586
-219
86
$2.8M 0.42%
+57,001
87
$2.77M 0.41%
+30,234
88
$2.75M 0.41%
89,607
-2,139
89
$2.69M 0.4%
+25,780
90
$2.63M 0.39%
28,346
-712
91
$2.56M 0.38%
+97,784
92
$2.54M 0.38%
73,348
-4,803
93
$2.49M 0.37%
+26,800
94
$2.13M 0.32%
62,013
-1,531
95
$1.89M 0.28%
18,075
+2,958
96
$1.88M 0.28%
169,350
+153,851
97
$1.81M 0.27%
+332,438
98
$1.78M 0.26%
+196,613
99
$1.72M 0.26%
+302,111
100
$1.71M 0.25%
+26,676
2 3
4
5 6