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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.56M 0.23%
99,062
-5,156
127
$2.53M 0.22%
24,439
-1,271
128
$2.45M 0.22%
94,529
-1,097
129
$2.42M 0.22%
53,171
-3,799
130
$2.33M 0.21%
27,894
-1,428
131
$2.33M 0.21%
35,516
-414
132
$2.28M 0.2%
24,294
-1,260
133
$2.27M 0.2%
21,273
-60
134
$2.26M 0.2%
38,985
+11,628
135
$2.26M 0.2%
26,757
+7,948
136
$2.16M 0.19%
57,864
137
$2.16M 0.19%
4,822,400
-250,680
138
$2.12M 0.19%
61,500
-3,201
139
$2.12M 0.19%
71,099
-3,698
140
$2.1M 0.19%
69,868
141
$2.07M 0.18%
29,925
-1,553
142
$2.04M 0.18%
57,886
-3,009
143
$2.02M 0.18%
129,252
-6,724
144
$2.01M 0.18%
56,855
-4,300
145
$1.98M 0.18%
31,921
+11,429
146
$1.75M 0.16%
25,124
-1,293
147
$1.73M 0.15%
+19,572
148
$1.72M 0.15%
33,699
149
$1.69M 0.15%
49,730
+13,680
150
$1.6M 0.14%
102,848
+33,388
4 5
6
7 8