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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$609K 0.05%
6,799
-1,384
177
$606K 0.05%
43,483
-2,261
178
$487K 0.04%
20,288
-612
179
$412K 0.04%
46,890
-5,895
180
$387K 0.03%
10,549
-89
181
$377K 0.03%
6,737
-949
182
$339K 0.03%
19,418
-2,303
183
$330K 0.03%
35,690
-4,491
184
$313K 0.03%
12,073
-1,520
185
$281K 0.02%
25,433
-3,200
186
$248K 0.02%
5,668
-713
187
$221K 0.02%
5,929
-370
188
$215K 0.02%
3,639
-2,190
189
$212K 0.02%
1,398
-175
190
$192K 0.02%
+12,267
191
$153K 0.01%
11,161
-1,876
192
– –
-37,412
193
– –
-84,524
194
– –
-23,469
195
– –
-158,012
196
– –
-325,670
197
– –
-307,884
198
– –
-67,036
199
– –
-100,628
200
– –
-150,320
6 7
8
9 10