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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.8M
3
+$6.17M
4
DHR icon
Danaher
DHR
+$6.06M
5
MDT icon
Medtronic
MDT
+$5.87M

Top Sells

1
+$21.2M
2
+$20.2M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.11M 0.53%
+45,677
77
$4.08M 0.52%
40,585
-157
78
$4M 0.51%
42,680
-4,001
79
$3.97M 0.51%
36,008
-121
80
$3.96M 0.51%
24,947
+1,642
81
$3.94M 0.5%
48,305
-159
82
$3.9M 0.5%
89,796
-311
83
$3.88M 0.5%
+80,102
84
$3.79M 0.49%
118,776
-2,570
85
$3.78M 0.48%
+36,606
86
$3.7M 0.47%
+143,054
87
$3.69M 0.47%
+136,631
88
$3.61M 0.46%
10,709
+43
89
$3.59M 0.46%
55,296
-209
90
$3.54M 0.45%
+36,219
91
$3.53M 0.45%
35,443
-131
92
$3.52M 0.45%
37,466
-141
93
$3.49M 0.45%
56,128
-215
94
$3.47M 0.44%
47,920
-182
95
$3.44M 0.44%
86,902
-282
96
$3.43M 0.44%
11,470
-41
97
$3.4M 0.43%
+2,301
98
$3.37M 0.43%
71,051
-253
99
$3.35M 0.43%
+23,023
100
$3.26M 0.42%
46,491
-157
2 3
4
5 6