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
$555M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.66M
3
+$4.63M
4
ADBE icon
Adobe
ADBE
+$4.63M
5
AAPL icon
Apple
AAPL
+$4.62M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$9.75M
4
FI icon
Fiserv
FI
+$9.33M
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$9.01M

Sector Composition

1 Healthcare 16.66%
2 Technology 16.2%
3 Financials 13.55%
4 Communication Services 6.83%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.06%
11,855
-1,108
127
$353K 0.06%
11,544
-1,071
128
$347K 0.06%
7,581
-708
129
$323K 0.06%
3,616
-333
130
$290K 0.05%
3,668
-583
131
$288K 0.05%
2,126
-198
132
$274K 0.05%
3,765
-349
133
$250K 0.05%
+1,787
134
$248K 0.04%
4,976
-2,667
135
$243K 0.04%
5,762
-538
136
$227K 0.04%
+10,050
137
$225K 0.04%
+6,755
138
$204K 0.04%
5,026
-464
139
$204K 0.04%
7,422
-695
140
$203K 0.04%
+2,440
141
$200K 0.04%
+1,587
142
$195K 0.04%
22,243
-6,573
143
$181K 0.03%
116,964
-10,852
144
$139K 0.03%
15,499
-1,264
145
$131K 0.02%
17,965
-1,466
146
$108K 0.02%
10,376
-846
147
$105K 0.02%
13,076
-1,066
148
– –
-2,569
149
– –
-4,208
150
– –
-11,155
4 5
6
7 8