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
$953M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.57M
3
+$7.54M
4
IM
Ingram Micro
IM
+$6.52M
5
J icon
Jacobs Solutions
J
+$6.39M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$8.75M
4
UHS icon
Universal Health Services
UHS
+$7.8M
5
ELV icon
Elevance Health
ELV
+$7.8M

Sector Composition

1 Financials 16.08%
2 Healthcare 14.93%
3 Industrials 13.82%
4 Consumer Discretionary 8.92%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.99M 0.42%
222,870
+111,477
102
$3.97M 0.42%
57,937
-34,892
103
$3.81M 0.4%
61,498
+2,695
104
$3.76M 0.39%
221,120
+2,784
105
$3.64M 0.38%
110,630
-71,792
106
$3.62M 0.38%
30,273
+1,421
107
$3.61M 0.38%
145,186
+46,181
108
$3.49M 0.37%
46,046
+2,317
109
$3.42M 0.36%
57,069
+2,622
110
$3.4M 0.36%
229,093
+35,503
111
$3.3M 0.35%
28,927
-5,115
112
$3.21M 0.34%
71,057
+3,424
113
$3.12M 0.33%
57,081
+2,619
114
$3.08M 0.32%
+81,178
115
$2.97M 0.31%
187,374
-343
116
$2.9M 0.3%
+34,463
117
$2.79M 0.29%
32,165
+9,306
118
$2.78M 0.29%
77,273
+29,444
119
$2.74M 0.29%
73,703
+3,603
120
$2.64M 0.28%
32,490
+1,566
121
$2.64M 0.28%
88,679
-94,356
122
$2.56M 0.27%
79,282
+17,566
123
$2.51M 0.26%
5,254
+302
124
$2.47M 0.26%
75,457
-94,803
125
$2.45M 0.26%
16,277
-19,234
3 4
5
6 7