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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.8M
3
+$6.17M
4
DHR icon
Danaher
DHR
+$6.06M
5
MDT icon
Medtronic
MDT
+$5.87M

Top Sells

1
+$21.2M
2
+$20.2M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.17M 0.41%
82,224
-326
102
$3.16M 0.4%
90,789
-313
103
$3.15M 0.4%
98,501
-368
104
$3.09M 0.4%
51,948
+273
105
$3.02M 0.39%
67,574
-254
106
$2.91M 0.37%
24,537
-91
107
$2.9M 0.37%
92,236
-345
108
$2.87M 0.37%
29,218
-106
109
$2.87M 0.37%
+21,728
110
$2.83M 0.36%
16,858
-66
111
$2.81M 0.36%
33,683
+3,191
112
$2.79M 0.36%
+32,591
113
$2.75M 0.35%
31,357
+211
114
$2.54M 0.33%
59,962
-231
115
$2.4M 0.31%
74,271
-247
116
$2.37M 0.3%
14,769
-56
117
$1.89M 0.24%
9,944
-542
118
$1.88M 0.24%
35,418
-131
119
$1.74M 0.22%
20,377
-78
120
$1.55M 0.2%
73,900
+6,354
121
$1.47M 0.19%
29,254
-108
122
$1.17M 0.15%
20,600
+1,415
123
$1.09M 0.14%
8,609
-12
124
$1.04M 0.13%
+7,612
125
$1.01M 0.13%
10,131
+930
3 4
5
6 7