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
$672M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.92M
3
+$7.12M
4
COST icon
Costco
COST
+$6.19M
5
WMT icon
Walmart
WMT
+$5.77M

Top Sells

1
+$8.22M
2
+$8.02M
3
+$5.59M
4
WM icon
Waste Management
WM
+$5.58M
5
CRH icon
CRH
CRH
+$4.38M

Sector Composition

1 Technology 18.3%
2 Healthcare 16.05%
3 Financials 13.08%
4 Communication Services 7.15%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7M 0.25%
56,204
-1,513
102
$1.67M 0.25%
67,873
-1,817
103
$1.64M 0.24%
+227,609
104
$1.62M 0.24%
64,313
-1,628
105
$1.56M 0.23%
17,970
-2,780
106
$1.04M 0.15%
19,219
+2,376
107
$940K 0.14%
7,831
+35
108
$743K 0.11%
5,820
+852
109
$731K 0.11%
31,603
-817
110
$647K 0.1%
7,535
-295
111
$550K 0.08%
2,562
-101
112
$525K 0.08%
5,251
+531
113
$499K 0.07%
5,708
-224
114
$483K 0.07%
14,750
-578
115
$465K 0.07%
9,120
-357
116
$445K 0.07%
3,480
-136
117
$429K 0.06%
7,302
-286
118
$406K 0.06%
11,108
-436
119
$386K 0.06%
11,408
-447
120
$371K 0.06%
5,027
-197
121
$369K 0.05%
1,702
-67
122
$353K 0.05%
11,378
-446
123
$345K 0.05%
9,854
-196
124
$338K 0.05%
8,765
+2,010
125
$336K 0.05%
+2,402
3 4
5
6 7