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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.63M 0.19%
16,620
+2,258
127
$1.41M 0.16%
29,301
+254
128
$1.38M 0.16%
17,428
-156
129
$1.32M 0.15%
13,023
+115
130
$1.29M 0.15%
14,587
-359
131
$1.26M 0.15%
46,278
-1,138
132
$1.14M 0.13%
23,582
-70,057
133
$933K 0.11%
26,200
-378
134
$843K 0.1%
+9,253
135
$822K 0.1%
40,427
136
$785K 0.09%
6,233
-90
137
$755K 0.09%
13,027
138
$593K 0.07%
15,919
-230
139
$516K 0.06%
2,831
140
$474K 0.05%
11,834
-171
141
$472K 0.05%
2,813
-41
142
$439K 0.05%
11,523
-166
143
$425K 0.05%
9,145
-132
144
$395K 0.05%
13,384
+5,669
145
$395K 0.05%
12,793
-185
146
$376K 0.04%
88,931
-1,285
147
$364K 0.04%
+2,946
148
$362K 0.04%
+22,704
149
$353K 0.04%
4,996
-73
150
$351K 0.04%
+2,236
4 5
6
7 8