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
$953M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.57M
3
+$7.54M
4
IM
Ingram Micro
IM
+$6.52M
5
J icon
Jacobs Solutions
J
+$6.39M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$8.75M
4
UHS icon
Universal Health Services
UHS
+$7.8M
5
ELV icon
Elevance Health
ELV
+$7.8M

Sector Composition

1 Financials 16.08%
2 Healthcare 14.93%
3 Industrials 13.82%
4 Consumer Discretionary 8.92%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.35M 0.14%
25,174
-10,452
152
$1.29M 0.14%
8,090
-715
153
$1.29M 0.14%
+10,500
154
$1.27M 0.13%
89,915
-7,785
155
$1.22M 0.13%
9,969
-74
156
$1.2M 0.13%
+56,464
157
$1.14M 0.12%
19,854
-1,720
158
$1.12M 0.12%
+12,266
159
$1.11M 0.12%
25,903
+1,171
160
$1.11M 0.12%
+19,658
161
$1.1M 0.12%
13,011
-1,126
162
$1.09M 0.11%
20,366
-1,764
163
$1.04M 0.11%
+33,570
164
$976K 0.1%
+21,569
165
$929K 0.1%
19,700
-1,161
166
$917K 0.1%
+25,261
167
$898K 0.09%
+64,962
168
$869K 0.09%
+15,285
169
$796K 0.08%
34,249
-2,966
170
$785K 0.08%
16,588
-1,437
171
$769K 0.08%
32,862
-2,846
172
$742K 0.08%
+32,571
173
$591K 0.06%
5,685
-273
174
$590K 0.06%
17,780
-862
175
$590K 0.06%
10,505
-910
5 6
7
8 9