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
$672M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$9.92M
3
+$7.12M
4
COST icon
Costco
COST
+$6.19M
5
WMT icon
Walmart
WMT
+$5.77M

Top Sells

1
+$8.22M
2
+$8.02M
3
+$5.59M
4
WM icon
Waste Management
WM
+$5.58M
5
CRH icon
CRH
CRH
+$4.38M

Sector Composition

1 Technology 18.3%
2 Healthcare 16.05%
3 Financials 13.08%
4 Communication Services 7.15%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$201K 0.03%
+2,096
152
$186K 0.03%
112,556
-4,408
153
$157K 0.02%
+11,321
154
$4K ﹤0.01%
+25,945
155
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-46,884
156
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-67,258
157
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-131,760
158
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-145,147
159
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-107,842
160
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-66,479
161
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162
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-62,618
163
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164
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-82,900
165
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-13,076
166
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-115,898
167
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168
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169
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-98,939
170
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-74,431
171
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-59,176
172
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-74,290
173
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-173,570
174
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-69,847
175
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-229,120
4 5 6
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