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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$348K 0.04%
11,830
-171
152
$346K 0.04%
74,689
-1,079
153
$327K 0.04%
10,634
-153
154
$324K 0.04%
4,333
-63
155
$320K 0.04%
+2,951
156
$320K 0.04%
+2,404
157
$314K 0.04%
21,663
-312
158
$294K 0.03%
3,404
-50
159
$285K 0.03%
7,592
-110
160
$282K 0.03%
26,309
-380
161
$280K 0.03%
+5,203
162
$263K 0.03%
4,776
-69
163
$260K 0.03%
+4,880
164
$256K 0.03%
4,034
-58
165
$252K 0.03%
+2,327
166
$249K 0.03%
+9,636
167
$243K 0.03%
4,754
-68
168
$234K 0.03%
+7,644
169
$228K 0.03%
+2,356
170
$227K 0.03%
1,328
-1
171
$226K 0.03%
+10,666
172
$225K 0.03%
1,139
-2
173
$224K 0.03%
9,772
-141
174
$222K 0.03%
+3,871
175
$217K 0.03%
1,931
-2
5 6
7
8 9