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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.44M 0.51%
43,963
+384
77
$4.34M 0.5%
+751,536
78
$4.33M 0.5%
71,850
-641
79
$4.3M 0.5%
56,148
80
$4.3M 0.5%
117,382
-1,083
81
$4.29M 0.5%
23,215
+1,962
82
$4.27M 0.49%
162,791
-1,497
83
$4.13M 0.48%
135,856
-1,248
84
$4.11M 0.48%
71,501
+128
85
$3.92M 0.45%
94,252
-863
86
$3.91M 0.45%
27,443
-244
87
$3.81M 0.44%
152,469
-1,646
88
$3.77M 0.44%
+197,214
89
$3.76M 0.43%
38,742
90
$3.62M 0.42%
565,846
-5,052
91
$3.5M 0.41%
9,379
-86
92
$3.43M 0.4%
28,146
-3,441
93
$3.39M 0.39%
+179,637
94
$3.39M 0.39%
+141,726
95
$3.29M 0.38%
32,770
+2,570
96
$3.28M 0.38%
43,225
-386
97
$3.27M 0.38%
42,291
98
$3.26M 0.38%
19,639
-177
99
$3.25M 0.38%
41,075
-4,433
100
$3.22M 0.37%
21,290
-199
2 3
4
5 6