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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.8M
3
+$6.17M
4
DHR icon
Danaher
DHR
+$6.06M
5
MDT icon
Medtronic
MDT
+$5.87M

Top Sells

1
+$21.2M
2
+$20.2M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$395K 0.05%
36,370
152
$392K 0.05%
3,185
+348
153
$388K 0.05%
+4,249
154
$381K 0.05%
1,838
+200
155
$380K 0.05%
98,530
-682,916
156
$376K 0.05%
+5,576
157
$376K 0.05%
18,738
158
$373K 0.05%
10,042
159
$369K 0.05%
3,061
160
$368K 0.05%
4,229
161
$363K 0.05%
+12,397
162
$346K 0.04%
4,580
-1,101
163
$335K 0.04%
5,756
+1,286
164
$335K 0.04%
11,288
165
$334K 0.04%
3,418
166
$331K 0.04%
5,464
167
$328K 0.04%
4,717
-1,193
168
$324K 0.04%
5,287
-1,410
169
$313K 0.04%
34,243
170
$305K 0.04%
6,628
171
$303K 0.04%
13,930
172
$295K 0.04%
+9,166
173
$280K 0.04%
18,722
174
$275K 0.04%
2,552
-679
175
$273K 0.04%
3,171
5 6
7
8 9