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
$833M
AUM Growth
-$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.93M
3
+$7.35M
4
C icon
Citigroup
C
+$5.75M
5
CSCO icon
Cisco
CSCO
+$5.25M

Top Sells

1
+$17.9M
2
+$16.2M
3
+$12.5M
4
AMAT icon
Applied Materials
AMAT
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$9.57M

Sector Composition

1 Financials 21.04%
2 Technology 14.21%
3 Consumer Discretionary 11.25%
4 Communication Services 9.46%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.47M 0.3%
1,272
-28
127
$2.42M 0.29%
6,953
-289
128
$2.37M 0.29%
+40,958
129
$2.3M 0.28%
+173,745
130
$2.16M 0.26%
17,100
-2,778
131
$1.99M 0.24%
24,989
-4,057
132
$1.97M 0.24%
14,322
-15,320
133
$1.87M 0.22%
40,389
-1,489
134
$1.83M 0.22%
33,050
-6,705
135
$1.77M 0.21%
52,205
+30,368
136
$1.76M 0.21%
93,335
-85,691
137
$1.75M 0.21%
36,511
-33,937
138
$1.49M 0.18%
+75,219
139
$1.36M 0.16%
50,602
+25,595
140
$1.23M 0.15%
46,817
+721
141
$1.09M 0.13%
+43,185
142
$1.03M 0.12%
21,355
-1,937
143
$994K 0.12%
16,473
-2,675
144
$803K 0.1%
10,299
-14,252
145
$771K 0.09%
24,968
-615
146
$737K 0.09%
+5,349
147
$731K 0.09%
+11,180
148
$728K 0.09%
5,939
-147
149
$723K 0.09%
36,609
-3,320
150
$698K 0.08%
+2,087
4 5
6
7 8