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
$947M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$18.7M
3
+$15.5M
4
OMC icon
Omnicom Group
OMC
+$9.66M
5
ANDV
Andeavor
ANDV
+$9.28M

Top Sells

1
+$12.2M
2
+$11.6M
3
+$11.3M
4
DDS icon
Dillards
DDS
+$8.95M
5
JWN
Nordstrom
JWN
+$8.91M

Sector Composition

1 Healthcare 18.86%
2 Financials 12.89%
3 Consumer Discretionary 12.18%
4 Industrials 11.59%
5 Technology 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.5M 0.37%
+193,590
102
$3.48M 0.37%
98,483
-11,951
103
$3.48M 0.37%
22,257
-3,254
104
$3.41M 0.36%
54,447
-7,826
105
$3.28M 0.35%
88,252
-8,379
106
$3.23M 0.34%
105,642
-12,763
107
$3.1M 0.33%
54,462
-7,904
108
$3.06M 0.32%
58,803
-5,184
109
$3.02M 0.32%
28,852
-2,936
110
$2.92M 0.31%
67,633
-6,884
111
$2.87M 0.3%
+46,625
112
$2.77M 0.29%
48,649
-4,667
113
$2.75M 0.29%
267,264
-31,484
114
$2.68M 0.28%
70,100
-8,671
115
$2.62M 0.28%
49,499
-6,554
116
$2.49M 0.26%
41,909
+34,979
117
$2.4M 0.25%
+30,924
118
$2.37M 0.25%
13,018
-2,269
119
$2.33M 0.25%
48,547
-8,069
120
$2.32M 0.24%
4,952
-717
121
$2.29M 0.24%
99,005
-14,001
122
$2.26M 0.24%
20,774
-3,471
123
$2.13M 0.23%
+78,368
124
$2.04M 0.22%
111,393
-16,000
125
$2.02M 0.21%
22,620
-3,640
3 4
5
6 7