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
$704M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.32M
3
+$4.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.77M
5
EG icon
Everest Group
EG
+$4.33M

Top Sells

1
+$8.25M
2
+$6.05M
3
+$5.11M
4
NSIT icon
Insight Enterprises
NSIT
+$5.08M
5
ICE icon
Intercontinental Exchange
ICE
+$4.14M

Sector Composition

1 Financials 13.43%
2 Healthcare 12.21%
3 Technology 12.09%
4 Energy 8.29%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.19%
28,597
-657
127
$1.32M 0.19%
30,516
+11,245
128
$1.29M 0.18%
10,058
+2,446
129
$1.17M 0.17%
13,945
+3,814
130
$1.01M 0.14%
8,667
+58
131
$1M 0.14%
+37,010
132
$826K 0.12%
31,424
133
$738K 0.1%
16,534
+4,551
134
$673K 0.1%
+31,226
135
$633K 0.09%
10,897
+2,924
136
$626K 0.09%
11,924
+3,219
137
$522K 0.07%
14,631
+5,559
138
$506K 0.07%
2,745
-575
139
$491K 0.07%
35,163
140
$480K 0.07%
5,781
+1,532
141
$453K 0.06%
2,871
142
$453K 0.06%
50,025
143
$438K 0.06%
+5,187
144
$433K 0.06%
9,174
145
$426K 0.06%
+5,537
146
$426K 0.06%
11,969
+6,999
147
$424K 0.06%
5,325
148
$423K 0.06%
7,956
+2,380
149
$421K 0.06%
13,399
150
$420K 0.06%
1,490
4 5
6
7 8