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
$947M
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$18.7M
3
+$15.5M
4
OMC icon
Omnicom Group
OMC
+$9.66M
5
ANDV
Andeavor
ANDV
+$9.28M

Top Sells

1
+$12.2M
2
+$11.6M
3
+$11.3M
4
DDS icon
Dillards
DDS
+$8.95M
5
JWN
Nordstrom
JWN
+$8.91M

Sector Composition

1 Healthcare 18.86%
2 Financials 12.89%
3 Consumer Discretionary 12.18%
4 Industrials 11.59%
5 Technology 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.33M 0.14%
31,075
-5,428
152
$1.33M 0.14%
97,700
-15,736
153
$1.28M 0.13%
26,908
-4,534
154
$1.27M 0.13%
8,805
-1,513
155
$1.26M 0.13%
24,732
-1,797
156
$1.25M 0.13%
10,043
+234
157
$1.15M 0.12%
43,171
-7,538
158
$1.15M 0.12%
21,574
-3,093
159
$1.08M 0.11%
14,137
-2,381
160
$1.08M 0.11%
68,454
-9,058
161
$1.07M 0.11%
+20,861
162
$1.07M 0.11%
47,396
-4,722
163
$1.02M 0.11%
+22,130
164
$1.01M 0.11%
26,181
-4,232
165
$985K 0.1%
45,274
-125,638
166
$945K 0.1%
69,267
-9,071
167
$896K 0.09%
35,708
-6,012
168
$806K 0.09%
18,025
-3,582
169
$799K 0.08%
37,215
-6,268
170
$664K 0.07%
66,183
-11,648
171
$626K 0.07%
+5,958
172
$618K 0.07%
+14,900
173
$616K 0.07%
+18,642
174
$591K 0.06%
11,415
-1,840
175
$497K 0.05%
15,020
5 6
7
8 9