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
$698M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.63M
3
+$9.51M
4
CVS icon
CVS Health
CVS
+$8.14M
5
DIS icon
Walt Disney
DIS
+$5.79M

Top Sells

1
+$22.3M
2
+$11M
3
+$10.5M
4
RWM icon
ProShares Short Russell2000
RWM
+$8.25M
5
TER icon
Teradyne
TER
+$8.1M

Sector Composition

1 Healthcare 21.92%
2 Consumer Discretionary 13.86%
3 Industrials 12.34%
4 Technology 8.76%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$429K 0.06%
+1,848
152
$428K 0.06%
13,113
-1,265
153
$418K 0.06%
+6,822
154
$415K 0.06%
13,613
-1,313
155
$413K 0.06%
19,493
-1,803
156
$404K 0.06%
6,847
-661
157
$404K 0.06%
209,965
-19,350
158
$399K 0.06%
12,660
-1,173
159
$396K 0.06%
4,850
-443
160
$389K 0.06%
+1,558
161
$380K 0.05%
27,412
-2,524
162
$370K 0.05%
7,063
-613
163
$366K 0.05%
5,910
+1,116
164
$359K 0.05%
22,630
-2,094
165
$353K 0.05%
6,757
-636
166
$340K 0.05%
20,765
-1,908
167
$337K 0.05%
15,585
-1,358
168
$310K 0.04%
1,234
169
$306K 0.04%
43,494
-4,025
170
$304K 0.04%
+7,355
171
$298K 0.04%
9,365
-859
172
$298K 0.04%
87,509
-8,036
173
$297K 0.04%
2,995
+487
174
$290K 0.04%
3,725
175
$285K 0.04%
3,297
+810
5 6
7
8 9