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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.96M 0.28%
56,065
+2,597
127
$2.92M 0.27%
15,287
+586
128
$2.88M 0.27%
113,006
+5,117
129
$2.83M 0.26%
+387,210
130
$2.77M 0.26%
55,526
+2,152
131
$2.77M 0.26%
+26,727
132
$2.72M 0.25%
24,245
+224
133
$2.72M 0.25%
+68,869
134
$2.66M 0.25%
87,602
-98,062
135
$2.66M 0.25%
+5,669
136
$2.64M 0.25%
40,195
+1,747
137
$2.64M 0.25%
40,002
+1,867
138
$2.63M 0.25%
141,611
+6,752
139
$2.59M 0.24%
127,393
+5,845
140
$2.56M 0.24%
26,260
+563
141
$2.33M 0.22%
97,788
+5,268
142
$2.28M 0.21%
58,543
+1,959
143
$2.26M 0.21%
61,035
+2,814
144
$2.21M 0.21%
30,099
+1,165
145
$2.2M 0.21%
+42,766
146
$2.16M 0.2%
+45,732
147
$2.16M 0.2%
+126,274
148
$2.15M 0.2%
34,292
-59,297
149
$2.13M 0.2%
4,246,080
-6,526,960
150
$2.08M 0.19%
68,873
+2,585
4 5
6
7 8