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
$698M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.63M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$8.14M
5
DIS icon
Walt Disney
DIS
+$5.79M

Top Sells

1
+$22.3M
2
+$11M
3
+$10.5M
4
RWM icon
ProShares Short Russell2000
RWM
+$8.25M
5
TER icon
Teradyne
TER
+$8.1M

Sector Composition

1 Healthcare 21.92%
2 Consumer Discretionary 13.86%
3 Industrials 12.34%
4 Technology 8.76%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.52M 0.36%
93,541
-10,786
102
$2.52M 0.36%
+15,751
103
$2.51M 0.36%
106,941
-12,927
104
$2.49M 0.36%
146,199
-17,777
105
$2.43M 0.35%
37,970
-1,990
106
$2.43M 0.35%
82,313
-9,997
107
$2.43M 0.35%
66,138
-7,437
108
$2.4M 0.34%
+153,762
109
$2.38M 0.34%
73,892
-8,984
110
$2.34M 0.33%
+22,329
111
$2.33M 0.33%
+52,999
112
$2.33M 0.33%
+53,540
113
$2.26M 0.32%
101,552
-12,074
114
$2.23M 0.32%
21,776
-2,610
115
$2.16M 0.31%
+42,793
116
$2.11M 0.3%
40,086
-4,865
117
$2.03M 0.29%
+45,656
118
$2M 0.29%
+29,657
119
$1.84M 0.26%
+22,063
120
$1.81M 0.26%
89,535
-10,887
121
$1.7M 0.24%
98,920
-11,460
122
$1.66M 0.24%
68,225
-7,984
123
$1.44M 0.21%
13,806
-388
124
$1.22M 0.17%
10,806
-330
125
$923K 0.13%
28,012
-7,779
3 4
5
6 7