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
$833M
AUM Growth
-$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.93M
3
+$7.35M
4
C icon
Citigroup
C
+$5.75M
5
CSCO icon
Cisco
CSCO
+$5.25M

Top Sells

1
+$17.9M
2
+$16.2M
3
+$12.5M
4
AMAT icon
Applied Materials
AMAT
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$9.57M

Sector Composition

1 Financials 21.04%
2 Technology 14.21%
3 Consumer Discretionary 11.25%
4 Communication Services 9.46%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.28M 0.51%
97,904
-3,538
77
$4.28M 0.51%
39,645
-1,461
78
$4.18M 0.5%
40,172
-1,393
79
$4.17M 0.5%
45,078
-2,433
80
$4.16M 0.5%
43,495
-1,413
81
$4.14M 0.5%
126,711
-4,483
82
$4.13M 0.5%
50,846
-4,611
83
$4.1M 0.49%
37,502
-1,287
84
$4.1M 0.49%
17,025
-622
85
$4.07M 0.49%
+27,231
86
$4.05M 0.49%
69,107
-2,004
87
$3.97M 0.48%
22,122
-806
88
$3.95M 0.47%
20,496
-735
89
$3.93M 0.47%
+50,248
90
$3.89M 0.47%
+73,669
91
$3.89M 0.47%
18,253
-666
92
$3.81M 0.46%
36,892
-5,996
93
$3.74M 0.45%
56,956
-3,706
94
$3.7M 0.44%
+25,663
95
$3.59M 0.43%
165,422
-5,851
96
$3.56M 0.43%
25,423
-979
97
$3.47M 0.42%
37,569
-1,322
98
$3.41M 0.41%
62,197
-2,334
99
$3.41M 0.41%
1,977
-84
100
$3.4M 0.41%
+768,489
2 3
4
5 6