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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.58M 0.14%
+144,349
152
$1.57M 0.14%
67,501
-3,516
153
$1.56M 0.14%
25,678
-1,332
154
$1.56M 0.14%
41,612
-2,125
155
$1.56M 0.14%
20,390
-1,065
156
$1.52M 0.13%
45,950
-2,391
157
$1.51M 0.13%
+21,965
158
$1.42M 0.13%
84,264
-4,378
159
$1.42M 0.13%
+270,355
160
$1.4M 0.12%
38,211
-324
161
$1.39M 0.12%
+402,210
162
$1.36M 0.12%
+34,019
163
$1.31M 0.12%
236,768
-12,317
164
$1.28M 0.11%
+44,856
165
$1.19M 0.11%
24,161
+6,990
166
$1.14M 0.1%
36,810
-1,913
167
$1.11M 0.1%
+28,392
168
$1.01M 0.09%
28,726
-1,497
169
$999K 0.09%
+19,700
170
$942K 0.08%
47,400
-2,465
171
$922K 0.08%
15,102
-788
172
$896K 0.08%
13,540
-115
173
$883K 0.08%
+36,329
174
$853K 0.08%
27,533
175
$829K 0.07%
41,242
-2,149
5 6
7
8 9