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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.41M 0.37%
43,121
-479
102
$3.38M 0.37%
33,010
+7,764
103
$3.38M 0.37%
166,190
+76,061
104
$3.33M 0.37%
+56,697
105
$3.22M 0.35%
139,901
-1,549
106
$3.19M 0.35%
99,383
+81,176
107
$3.18M 0.35%
39,328
-435
108
$3.17M 0.35%
+65,207
109
$3.16M 0.35%
27,973
-310
110
$3.16M 0.35%
+165,515
111
$3.14M 0.35%
116,438
-1,405
112
$3.12M 0.34%
29,243
-1,935
113
$3.1M 0.34%
84,503
-942
114
$3.09M 0.34%
+106,889
115
$3.06M 0.34%
23,445
-3,822
116
$3.04M 0.33%
64,253
-707
117
$3.01M 0.33%
1,284,928
+1,258,259
118
$2.96M 0.33%
154,230
-1,707
119
$2.9M 0.32%
43,867
-482
120
$2.87M 0.32%
+45,551
121
$2.81M 0.31%
30,724
-15,967
122
$2.77M 0.3%
24,964
-277
123
$2.71M 0.3%
22,303
+3,724
124
$2.59M 0.28%
40,843
-451
125
$2.57M 0.28%
+77,105
3 4
5
6 7