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
$1.11B
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.7M
3
+$10.2M
4
DDS icon
Dillards
DDS
+$8.77M
5
MBB icon
iShares MBS ETF
MBB
+$8.7M

Top Sells

1
+$25.8M
2
+$12M
3
+$11.7M
4
GNW icon
Genworth Financial
GNW
+$11.2M
5
AIG icon
American International
AIG
+$10.8M

Sector Composition

1 Technology 20.17%
2 Industrials 11.18%
3 Consumer Discretionary 10.34%
4 Healthcare 9.46%
5 Energy 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.93M 0.26%
+328,016
127
$2.88M 0.26%
80,332
-5,603
128
$2.86M 0.26%
17,666
-178
129
$2.73M 0.25%
133,352
-1,191
130
$2.7M 0.24%
24,577
-215
131
$2.65M 0.24%
24,432
-213
132
$2.59M 0.23%
196,645
+184,378
133
$2.58M 0.23%
281,929
-14,833
134
$2.5M 0.23%
57,075
-340
135
$2.43M 0.22%
41,844
-359
136
$2.42M 0.22%
28,049
-241
137
$2.38M 0.21%
95,478
+278
138
$2.35M 0.21%
146,531
-15,456
139
$2.34M 0.21%
97,423
-3,945
140
$2.34M 0.21%
131,118
-3,748
141
$2.31M 0.21%
95,025
-7,665
142
$2.31M 0.21%
50,016
-443
143
$2.29M 0.21%
33,518
-1,958
144
$2.28M 0.21%
174,364
-852,576
145
$2.24M 0.2%
83,079
+545
146
$2.22M 0.2%
92,066
-2,393
147
$2.11M 0.19%
102,228
-896
148
$2.09M 0.19%
+18,764
149
$2.07M 0.19%
+43,836
150
$2.05M 0.18%
57,864
4 5
6
7 8