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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.13M 0.36%
1,985
-17
102
$3.12M 0.36%
91,566
-811
103
$3.07M 0.36%
178,803
-1,661
104
$3.03M 0.35%
+35,261
105
$3.01M 0.35%
8,050
-10,227
106
$3M 0.35%
+150,295
107
$2.99M 0.35%
96,001
-851
108
$2.98M 0.35%
56,942
+497
109
$2.97M 0.34%
24,874
-234
110
$2.96M 0.34%
11,596
-107
111
$2.94M 0.34%
76,472
-682
112
$2.92M 0.34%
36,177
-341
113
$2.83M 0.33%
73,138
-674
114
$2.76M 0.32%
+67,289
115
$2.7M 0.31%
73,018
-681
116
$2.68M 0.31%
64,025
-603
117
$2.67M 0.31%
48,665
+4,203
118
$2.39M 0.28%
+71,162
119
$2.38M 0.28%
40,204
-5
120
$2.29M 0.27%
15,742
-11,230
121
$2.23M 0.26%
+29,773
122
$2.1M 0.24%
38,726
-5,673
123
$2.04M 0.24%
7,366
-67
124
$1.92M 0.22%
76,534
+668
125
$1.89M 0.22%
40,415
-360
3 4
5
6 7