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
$704M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.32M
3
+$4.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.77M
5
EG icon
Everest Group
EG
+$4.33M

Top Sells

1
+$8.25M
2
+$6.05M
3
+$5.11M
4
NSIT icon
Insight Enterprises
NSIT
+$5.08M
5
ICE icon
Intercontinental Exchange
ICE
+$4.14M

Sector Composition

1 Financials 13.43%
2 Healthcare 12.21%
3 Technology 12.09%
4 Energy 8.29%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.68M 0.52%
65,660
-23,479
77
$3.61M 0.51%
+35,499
78
$3.6M 0.51%
+30,662
79
$3.57M 0.51%
78,458
-1,644
80
$3.52M 0.5%
+45,829
81
$3.48M 0.49%
35,750
-856
82
$3.4M 0.48%
37,451
+32,873
83
$3.38M 0.48%
120,305
+1,529
84
$3.37M 0.48%
+5,694
85
$3.36M 0.48%
+253,089
86
$3.32M 0.47%
31,035
-741
87
$3.29M 0.47%
+123,204
88
$3.26M 0.46%
+51,361
89
$3.22M 0.46%
37,758
+1,539
90
$3.22M 0.46%
47,357
-948
91
$3.21M 0.46%
104,827
-2,275
92
$3.14M 0.45%
140,400
-2,654
93
$3.13M 0.44%
33,465
-13,880
94
$3.13M 0.44%
53,975
-1,321
95
$3.13M 0.44%
22,515
-508
96
$3.09M 0.44%
85,212
-1,690
97
$3.05M 0.43%
11,112
-358
98
$3.03M 0.43%
49,093
-1,215
99
$2.96M 0.42%
2,287
-14
100
$2.95M 0.42%
31,232
-4,776
2 3
4
5 6