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
$698M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.63M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$8.14M
5
DIS icon
Walt Disney
DIS
+$5.79M

Top Sells

1
+$22.3M
2
+$11M
3
+$10.5M
4
RWM icon
ProShares Short Russell2000
RWM
+$8.25M
5
TER icon
Teradyne
TER
+$8.1M

Sector Composition

1 Healthcare 21.92%
2 Consumer Discretionary 13.86%
3 Industrials 12.34%
4 Technology 8.76%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$846K 0.12%
24,950
-2,291
127
$702K 0.1%
+6,044
128
$674K 0.1%
4,781
-49,808
129
$589K 0.08%
+14,025
130
$578K 0.08%
5,639
-513
131
$562K 0.08%
10,988
-1,007
132
$558K 0.08%
25,094
-260,162
133
$548K 0.08%
+11,417
134
$534K 0.08%
7,829
-724
135
$525K 0.08%
7,063
-536
136
$509K 0.07%
30,806
-2,837
137
$504K 0.07%
+15,484
138
$504K 0.07%
+7,923
139
$499K 0.07%
+9,426
140
$483K 0.07%
9,077
-841
141
$472K 0.07%
27,423
-2,514
142
$470K 0.07%
8,551
-1,938
143
$456K 0.07%
3,168
-18,796
144
$448K 0.06%
15,068
-1,386
145
$448K 0.06%
+10,081
146
$447K 0.06%
+17,173
147
$437K 0.06%
39,937
-3,680
148
$434K 0.06%
+11,489
149
$431K 0.06%
+16,317
150
$431K 0.06%
+10,941
4 5
6
7 8