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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$699K 0.08%
9,552
-55
152
$693K 0.08%
+23,713
153
$677K 0.07%
+6,388
154
$660K 0.07%
+27,008
155
$619K 0.07%
+17,208
156
$615K 0.07%
71,613
-681
157
$589K 0.06%
31,024
-157
158
$587K 0.06%
31,577
-8,093
159
$586K 0.06%
+22,207
160
$570K 0.06%
29,934
-135,467
161
$570K 0.06%
8,030
-41
162
$563K 0.06%
10,849
-53
163
$555K 0.06%
11,632
-57
164
$554K 0.06%
24,449
-3,299
165
$549K 0.06%
+524
166
$541K 0.06%
12,180
-2,210
167
$535K 0.06%
+14,426
168
$532K 0.06%
+100,455
169
$530K 0.06%
+25,782
170
$528K 0.06%
18,490
-66
171
$525K 0.06%
+5,473
172
$522K 0.06%
5,581
-51,232
173
$521K 0.06%
+24,411
174
$510K 0.06%
+49,169
175
$506K 0.06%
+28,484
5 6
7
8 9