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
$990M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.3M
3
+$7.33M
4
GM icon
General Motors
GM
+$5.94M
5
STLA icon
Stellantis
STLA
+$5.93M

Top Sells

1
+$14.7M
2
+$7.04M
3
+$6.51M
4
ATR icon
AptarGroup
ATR
+$6.27M
5
BERY
Berry Global Group, Inc.
BERY
+$6.02M

Sector Composition

1 Technology 21.49%
2 Financials 19.18%
3 Consumer Discretionary 15.33%
4 Industrials 11.08%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.56M 0.16%
305,189
-6,867
152
$1.44M 0.15%
14,508
-797
153
$1.41M 0.14%
+40,787
154
$1.38M 0.14%
+35,192
155
$1.37M 0.14%
+12,891
156
$992K 0.1%
19,613
-805
157
$970K 0.1%
4,088
-224
158
$962K 0.1%
25,019
-1,375
159
$952K 0.1%
+11,030
160
$943K 0.1%
34,814
+9,078
161
$904K 0.09%
19,778
162
$878K 0.09%
+34,643
163
$864K 0.09%
14,192
-2,078
164
$855K 0.09%
17,560
-980
165
$838K 0.08%
26,796
-1,467
166
$819K 0.08%
77,643
-3,855
167
$809K 0.08%
24,331
-1,337
168
$798K 0.08%
35,810
169
$772K 0.08%
+41,819
170
$766K 0.08%
55,467
-3,067
171
$745K 0.08%
16,472
-905
172
$723K 0.07%
+37,210
173
$657K 0.07%
70,650
-3,883
174
$649K 0.07%
9,666
-531
175
$609K 0.06%
14,030
-768
5 6
7
8 9