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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.07M 0.19%
34,951
+1,848
152
$2.04M 0.19%
21,386
+352
153
$1.92M 0.18%
58,590
+710
154
$1.91M 0.18%
+39,202
155
$1.9M 0.18%
+83,084
156
$1.89M 0.18%
+34,654
157
$1.84M 0.17%
78,338
+3,450
158
$1.8M 0.17%
76,370
+2,614
159
$1.8M 0.17%
52,118
+241
160
$1.78M 0.17%
+53,511
161
$1.76M 0.17%
10,318
+341
162
$1.75M 0.16%
+51,381
163
$1.73M 0.16%
33,699
164
$1.72M 0.16%
30,897
-107,011
165
$1.72M 0.16%
38,538
+1,313
166
$1.7M 0.16%
113,436
+2,451
167
$1.65M 0.15%
35,541
+1,216
168
$1.57M 0.15%
77,512
+3,600
169
$1.53M 0.14%
231,293
-184,747
170
$1.51M 0.14%
17,301
+495
171
$1.5M 0.14%
79,840
-129,176
172
$1.5M 0.14%
129,034
+2,838
173
$1.5M 0.14%
36,503
-125,144
174
$1.49M 0.14%
+13,321
175
$1.44M 0.14%
16,518
+471
5 6
7
8 9