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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.52M 0.28%
105,704
-1,314
127
$2.51M 0.28%
56,697
-70,278
128
$2.47M 0.27%
28,211
-1,069
129
$2.46M 0.27%
189,034
-2,090
130
$2.45M 0.27%
117,964
-27,844
131
$2.28M 0.25%
146,684
-1,625
132
$2.13M 0.23%
80,401
-978
133
$1.94M 0.21%
79,408
-876
134
$1.92M 0.21%
36,140
-1,380
135
$1.89M 0.21%
43,095
-478
136
$1.81M 0.2%
68,820
-12,076
137
$1.6M 0.18%
41,739
-416
138
$1.32M 0.15%
12,064
-61
139
$1.24M 0.14%
36,727
-1,409
140
$923K 0.1%
18,634
-89
141
$853K 0.09%
6,398
-33,094
142
$822K 0.09%
14,560
-80
143
$822K 0.09%
11,795
-63
144
$791K 0.09%
35,563
-160
145
$755K 0.08%
+28,490
146
$754K 0.08%
46,113
-205
147
$751K 0.08%
20,708
-120
148
$744K 0.08%
+8,988
149
$737K 0.08%
23,135
-82
150
$700K 0.08%
31,644
-142
4 5
6
7 8