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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.98M 0.35%
60,601
-701
102
$3.94M 0.35%
77,841
-1,147
103
$3.86M 0.34%
+86,026
104
$3.79M 0.34%
296,958
-3,433
105
$3.76M 0.33%
105,734
-1,240
106
$3.65M 0.32%
78,550
-1,109
107
$3.65M 0.32%
127,122
-76,586
108
$3.62M 0.32%
77,941
-907
109
$3.6M 0.32%
210,139
-10,929
110
$3.51M 0.31%
48,404
-2,523
111
$3.5M 0.31%
50,442
-592
112
$3.44M 0.31%
42,139
-2,437
113
$3.4M 0.3%
81,536
-945
114
$3.17M 0.28%
65,828
-3,844
115
$3.16M 0.28%
48,877
-566
116
$3.1M 0.28%
41,242
-2,149
117
$3.05M 0.27%
193,307
+33,044
118
$3.02M 0.27%
131,797
-6,855
119
$3M 0.27%
+20,073
120
$2.96M 0.26%
134,955
-1,550
121
$2.91M 0.26%
28,208
-1,576
122
$2.88M 0.26%
94,784
-1,111
123
$2.73M 0.24%
17,825
-995
124
$2.72M 0.24%
63,396
-3,296
125
$2.65M 0.24%
162,119
-1,897
3 4
5
6 7