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
$953M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.57M
3
+$7.54M
4
IM
Ingram Micro
IM
+$6.52M
5
J icon
Jacobs Solutions
J
+$6.39M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$8.75M
4
UHS icon
Universal Health Services
UHS
+$7.8M
5
ELV icon
Elevance Health
ELV
+$7.8M

Sector Composition

1 Financials 16.08%
2 Healthcare 14.93%
3 Industrials 13.82%
4 Consumer Discretionary 8.92%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.36M 0.25%
25,463
+825
127
$2.34M 0.25%
19,066
-1,708
128
$2.33M 0.24%
50,955
+2,285
129
$2.26M 0.24%
+75,457
130
$2.22M 0.23%
39,439
-2,470
131
$2.18M 0.23%
54,408
+1,862
132
$2.04M 0.21%
317,619
-48
133
$1.95M 0.2%
81,246
+2,878
134
$1.93M 0.2%
24,810
-2,149
135
$1.86M 0.2%
+30,754
136
$1.85M 0.19%
62,625
+15,229
137
$1.84M 0.19%
52,665
+2,368
138
$1.8M 0.19%
51,820
+2,321
139
$1.77M 0.19%
26,012
-2,254
140
$1.76M 0.19%
53,960
-4,676
141
$1.71M 0.18%
33,699
142
$1.59M 0.17%
56,286
-4,876
143
$1.57M 0.17%
+17,986
144
$1.56M 0.16%
+45,749
145
$1.54M 0.16%
22,459
-1,946
146
$1.52M 0.16%
+32,298
147
$1.51M 0.16%
+54,022
148
$1.48M 0.16%
37,288
+1,828
149
$1.46M 0.15%
55,342
+2,551
150
$1.45M 0.15%
+167,082
4 5
6
7 8