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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.96M 0.37%
126,260
-306,604
102
$3.85M 0.36%
33,252
-21,918
103
$3.82M 0.36%
86,615
+2,413
104
$3.8M 0.36%
62,273
+2,756
105
$3.76M 0.35%
+118,405
106
$3.76M 0.35%
36,124
+302
107
$3.73M 0.35%
92,446
+3,223
108
$3.72M 0.35%
170,912
+6,481
109
$3.68M 0.34%
53,316
+1,860
110
$3.63M 0.34%
+74,517
111
$3.61M 0.34%
425,893
+16,777
112
$3.6M 0.34%
31,788
+1,133
113
$3.57M 0.33%
+63,987
114
$3.53M 0.33%
+28,275
115
$3.53M 0.33%
+45,856
116
$3.49M 0.33%
56,053
+2,558
117
$3.4M 0.32%
62,366
+2,839
118
$3.4M 0.32%
78,771
+3,509
119
$3.31M 0.31%
129,583
+5,008
120
$3.21M 0.3%
298,748
+9,508
121
$3.18M 0.3%
364,186
+14,118
122
$3.18M 0.3%
56,616
+624
123
$3.15M 0.29%
96,631
+3,460
124
$3.1M 0.29%
17,942
+400
125
$3.07M 0.29%
33,592
-15,447
3 4
5
6 7