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
$888M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$6.56M
3
+$3.88M
4
AIZ icon
Assurant
AIZ
+$3.73M
5
RDN icon
Radian Group
RDN
+$3.24M

Top Sells

1
+$6.63M
2
+$4.08M
3
+$3.58M
4
MKSI icon
MKS Inc
MKSI
+$3.43M
5
BRC icon
Brady Corp
BRC
+$3.39M

Sector Composition

1 Technology 21.99%
2 Consumer Discretionary 9.34%
3 Communication Services 8.63%
4 Healthcare 8.22%
5 Financials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.48M 0.17%
29,047
+1,840
127
$1.44M 0.16%
12,908
+575
128
$1.37M 0.15%
58,075
+2,929
129
$1.34M 0.15%
14,946
+7,245
130
$1.32M 0.15%
47,416
-518
131
$1.07M 0.12%
17,775
+508
132
$1.01M 0.11%
26,578
-1,136
133
$1.01M 0.11%
6,492
-82
134
$842K 0.09%
4,454
-190
135
$808K 0.09%
6,323
-269
136
$799K 0.09%
40,427
137
$756K 0.09%
13,027
138
$624K 0.07%
16,149
-690
139
$606K 0.07%
14,531
+555
140
$562K 0.06%
195,400
-8,306
141
$524K 0.06%
1,275
-57
142
$521K 0.06%
2,831
+67
143
$520K 0.06%
7,097
-310
144
$509K 0.06%
2,854
-122
145
$431K 0.05%
11,689
-499
146
$421K 0.05%
9,277
-400
147
$413K 0.05%
12,001
-512
148
$408K 0.05%
16,779
-716
149
$399K 0.04%
12,978
-554
150
$397K 0.04%
1,711
-4,837
4 5
6
7 8