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
$900M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.59M
3
+$4.9M
4
MTBA icon
Simplify MBS ETF
MTBA
+$4.51M
5
ACGL icon
Arch Capital
ACGL
+$4.35M

Top Sells

1
+$5.67M
2
+$5.42M
3
+$5.4M
4
CSCO icon
Cisco
CSCO
+$5.02M
5
NMR icon
Nomura Holdings
NMR
+$4.34M

Sector Composition

1 Financials 16.87%
2 Technology 16.08%
3 Consumer Discretionary 12.08%
4 Communication Services 8.49%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.4M 0.38%
85,274
-8,978
102
$3.39M 0.38%
26,402
-1,041
103
$3.36M 0.37%
179,026
-611
104
$3.3M 0.37%
62,502
-1,523
105
$3.29M 0.37%
+73,220
106
$3.27M 0.36%
33,789
-1,472
107
$3.26M 0.36%
73,773
-2,699
108
$3.23M 0.36%
2,061
+76
109
$3.23M 0.36%
144,123
-6,172
110
$3.2M 0.36%
171,273
-7,530
111
$3.18M 0.35%
91,788
-4,213
112
$3.18M 0.35%
+121,843
113
$3.16M 0.35%
34,908
-1,269
114
$3M 0.33%
135,888
-5,838
115
$2.95M 0.33%
+564,309
116
$2.74M 0.3%
+86,109
117
$2.57M 0.29%
+19,878
118
$2.47M 0.27%
64,531
-2,758
119
$2.43M 0.27%
39,755
-449
120
$2.37M 0.26%
+253,439
121
$2.34M 0.26%
7,242
-124
122
$2.34M 0.26%
7,391
-659
123
$2.26M 0.25%
29,046
-727
124
$2.26M 0.25%
68,257
-2,905
125
$2.22M 0.25%
41,878
-6,787
3 4
5
6 7