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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.8M
3
+$6.17M
4
DHR icon
Danaher
DHR
+$6.06M
5
MDT icon
Medtronic
MDT
+$5.87M

Top Sells

1
+$21.2M
2
+$20.2M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$954K 0.12%
31,424
127
$884K 0.11%
+19,271
128
$756K 0.1%
2,243
-10,679
129
$649K 0.08%
11,983
-7,536
130
$630K 0.08%
11,301
131
$621K 0.08%
8,657
132
$610K 0.08%
+9,174
133
$606K 0.08%
3,320
134
$563K 0.07%
+50,025
135
$554K 0.07%
+5,325
136
$550K 0.07%
7,198
+745
137
$549K 0.07%
7,973
-2,396
138
$530K 0.07%
2,871
139
$516K 0.07%
8,705
+781
140
$513K 0.07%
13,399
141
$507K 0.06%
+4,578
142
$504K 0.06%
+35,163
143
$477K 0.06%
+14,944
144
$449K 0.06%
1,490
145
$420K 0.05%
19,870
146
$415K 0.05%
11,434
147
$414K 0.05%
8,353
148
$411K 0.05%
9,072
149
$408K 0.05%
8,933
150
$405K 0.05%
3,042
4 5
6
7 8