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
$704M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.32M
3
+$4.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.77M
5
EG icon
Everest Group
EG
+$4.33M

Top Sells

1
+$8.25M
2
+$6.05M
3
+$5.11M
4
NSIT icon
Insight Enterprises
NSIT
+$5.08M
5
ICE icon
Intercontinental Exchange
ICE
+$4.14M

Sector Composition

1 Financials 13.43%
2 Healthcare 12.21%
3 Technology 12.09%
4 Energy 8.29%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.83M 0.4%
79,902
-2,322
102
$2.8M 0.4%
16,494
-364
103
$2.8M 0.4%
36,620
-846
104
$2.71M 0.38%
80,746
-9,050
105
$2.69M 0.38%
+47,055
106
$2.59M 0.37%
46,718
-1,202
107
$2.54M 0.36%
66,021
-1,553
108
$2.53M 0.36%
22,009
+281
109
$2.43M 0.35%
65,068
-5,983
110
$2.42M 0.34%
107,304
+8,803
111
$2.42M 0.34%
14,266
-503
112
$2.39M 0.34%
45,451
-1,040
113
$2.39M 0.34%
66,245
+57,312
114
$2.35M 0.33%
31,913
-678
115
$2.27M 0.32%
21,771
-24,252
116
$2.24M 0.32%
76,584
-36,651
117
$2.22M 0.31%
28,560
-658
118
$2.16M 0.31%
+65,317
119
$2.07M 0.29%
72,631
-1,640
120
$1.96M 0.28%
100,865
+26,965
121
$1.94M 0.28%
+25,439
122
$1.86M 0.26%
39,056
+33,300
123
$1.49M 0.21%
19,824
-553
124
$1.44M 0.2%
28,140
+7,540
125
$1.43M 0.2%
+24,283
3 4
5
6 7