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
$672M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.92M
3
+$7.12M
4
COST icon
Costco
COST
+$6.19M
5
WMT icon
Walmart
WMT
+$5.77M

Top Sells

1
+$8.22M
2
+$8.02M
3
+$5.59M
4
WM icon
Waste Management
WM
+$5.58M
5
CRH icon
CRH
CRH
+$4.38M

Sector Composition

1 Technology 18.3%
2 Healthcare 16.05%
3 Financials 13.08%
4 Communication Services 7.15%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.05%
+2,338
127
$314K 0.05%
2,046
-80
128
$314K 0.05%
21,405
-838
129
$309K 0.05%
7,295
-286
130
$306K 0.05%
1,719
-68
131
$305K 0.05%
16,566
-109,733
132
$300K 0.04%
3,629
-39
133
$299K 0.04%
8,720
-127,747
134
$297K 0.04%
3,788
-38,858
135
$284K 0.04%
4,976
136
$276K 0.04%
+6,253
137
$275K 0.04%
+5,495
138
$273K 0.04%
1,565
-22
139
$254K 0.04%
+4,367
140
$248K 0.04%
3,623
-142
141
$245K 0.04%
4,837
-189
142
$234K 0.03%
2,406
-34
143
$233K 0.03%
+4,496
144
$230K 0.03%
1,112
-18,053
145
$227K 0.03%
+5,333
146
$217K 0.03%
+8,563
147
$210K 0.03%
+7,048
148
$208K 0.03%
+3,556
149
$206K 0.03%
+1,839
150
$205K 0.03%
+3,785
4 5
6
7 8