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
$555M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.66M
3
+$4.63M
4
ADBE icon
Adobe
ADBE
+$4.63M
5
AAPL icon
Apple
AAPL
+$4.62M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$9.75M
4
FI icon
Fiserv
FI
+$9.33M
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$9.01M

Sector Composition

1 Healthcare 16.66%
2 Technology 16.2%
3 Financials 13.55%
4 Communication Services 6.83%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.23%
66,479
-4,392
102
$1.23M 0.22%
39,078
-3,797
103
$1.22M 0.22%
15,117
+5,991
104
$1.17M 0.21%
65,941
-4,247
105
$1.11M 0.2%
48,700
-3,211
106
$1.1M 0.2%
69,690
-4,617
107
$1.07M 0.19%
46,884
-3,017
108
$981K 0.18%
51,287
-5,026
109
$939K 0.17%
7,796
-71
110
$886K 0.16%
18,173
-620
111
$745K 0.13%
16,843
+5,382
112
$675K 0.12%
32,420
+15,149
113
$587K 0.11%
15,498
-268,941
114
$503K 0.09%
7,830
-725
115
$489K 0.09%
5,932
-551
116
$487K 0.09%
4,968
+749
117
$461K 0.08%
15,328
-1,424
118
$451K 0.08%
2,919
-273
119
$449K 0.08%
9,477
-880
120
$435K 0.08%
2,663
-247
121
$423K 0.08%
7,588
-704
122
$418K 0.08%
+4,720
123
$384K 0.07%
5,224
-487
124
$374K 0.07%
1,769
-164
125
$366K 0.07%
11,824
-1,098
3 4
5
6 7