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
$704M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.32M
3
+$4.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.77M
5
EG icon
Everest Group
EG
+$4.33M

Top Sells

1
+$8.25M
2
+$6.05M
3
+$5.11M
4
NSIT icon
Insight Enterprises
NSIT
+$5.08M
5
ICE icon
Intercontinental Exchange
ICE
+$4.14M

Sector Composition

1 Financials 13.43%
2 Healthcare 12.21%
3 Technology 12.09%
4 Energy 8.29%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$413K 0.06%
1,489
-754
152
$406K 0.06%
19,870
153
$404K 0.06%
14,944
154
$399K 0.06%
2,633
+795
155
$382K 0.05%
5,335
-1,863
156
$377K 0.05%
8,657
157
$369K 0.05%
+6,786
158
$364K 0.05%
6,258
+1,678
159
$329K 0.05%
36,370
160
$316K 0.04%
18,738
161
$314K 0.04%
7,228
+1,941
162
$312K 0.04%
8,353
163
$303K 0.04%
+3,909
164
$295K 0.04%
12,397
165
$294K 0.04%
+25,166
166
$282K 0.04%
11,288
167
$282K 0.04%
3,042
168
$280K 0.04%
6,628
169
$273K 0.04%
4,229
170
$273K 0.04%
4,985
+1,331
171
$269K 0.04%
+19,136
172
$262K 0.04%
98,530
173
$261K 0.04%
9,217
+2,644
174
$236K 0.03%
13,930
175
$233K 0.03%
2,518
-34
5 6
7
8 9