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
$990M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.3M
3
+$7.33M
4
GM icon
General Motors
GM
+$5.94M
5
STLA icon
Stellantis
STLA
+$5.93M

Top Sells

1
+$14.7M
2
+$7.04M
3
+$6.51M
4
ATR icon
AptarGroup
ATR
+$6.27M
5
BERY
Berry Global Group, Inc.
BERY
+$6.02M

Sector Composition

1 Technology 21.49%
2 Financials 19.18%
3 Consumer Discretionary 15.33%
4 Industrials 11.08%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.05M 0.41%
218,782
-11,080
102
$3.99M 0.4%
54,885
-1,265
103
$3.97M 0.4%
260,579
-40,854
104
$3.97M 0.4%
66,388
-10,467
105
$3.91M 0.39%
33,149
-685
106
$3.87M 0.39%
82,479
-12,849
107
$3.87M 0.39%
80,286
+57,135
108
$3.85M 0.39%
112,815
-2,341
109
$3.82M 0.39%
52,621
-1,191
110
$3.81M 0.38%
136,187
-21,319
111
$3.8M 0.38%
32,791
-833
112
$3.79M 0.38%
171,906
-2,086
113
$3.63M 0.37%
85,661
-1,804
114
$3.62M 0.37%
96,674
-2,534
115
$3.58M 0.36%
93,944
-2,111
116
$3.47M 0.35%
115,988
+90,932
117
$3.46M 0.35%
75,649
-1,703
118
$3.41M 0.34%
174,628
-3,929
119
$3.4M 0.34%
52,920
-1,201
120
$3.3M 0.33%
219,978
-11,482
121
$3.27M 0.33%
164,994
-3,717
122
$3.24M 0.33%
23,221
-522
123
$3.24M 0.33%
150,023
-1,620
124
$3.21M 0.32%
48,012
-1,077
125
$3.2M 0.32%
100,082
-20,474
3 4
5
6 7