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
$990M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.3M
3
+$7.33M
4
GM icon
General Motors
GM
+$5.94M
5
STLA icon
Stellantis
STLA
+$5.93M

Top Sells

1
+$14.7M
2
+$7.04M
3
+$6.51M
4
ATR icon
AptarGroup
ATR
+$6.27M
5
BERY
Berry Global Group, Inc.
BERY
+$6.02M

Sector Composition

1 Technology 21.49%
2 Financials 19.18%
3 Consumer Discretionary 15.33%
4 Industrials 11.08%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.19M 0.32%
80,187
-1,651
127
$3.19M 0.32%
38,803
-6,858
128
$3.15M 0.32%
179,033
-3,750
129
$3.14M 0.32%
51,730
-1,116
130
$3.1M 0.31%
182,076
-32,609
131
$3.1M 0.31%
60,168
-1,354
132
$3.05M 0.31%
102,736
-2,305
133
$3.03M 0.31%
40,956
-918
134
$2.95M 0.3%
52,649
-1,192
135
$2.94M 0.3%
31,215
-92
136
$2.77M 0.28%
23,622
-527
137
$2.67M 0.27%
49,993
-1,400
138
$2.61M 0.26%
72,884
-1,361
139
$2.57M 0.26%
49,536
-1,122
140
$2.56M 0.26%
95,680
-323
141
$2.49M 0.25%
96,338
-2,173
142
$2.42M 0.24%
29,187
-1,764
143
$2.36M 0.24%
19,094
+11,313
144
$2.35M 0.24%
45,308
-1,022
145
$2.24M 0.23%
12,949
-1,039
146
$2.21M 0.22%
40,092
+2,230
147
$2.08M 0.21%
108,365
-2,450
148
$1.98M 0.2%
84,305
-1,610
149
$1.93M 0.19%
57,395
+33,900
150
$1.81M 0.18%
14,943
-1,043
4 5
6
7 8