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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.13%
+26,529
177
$1.34M 0.13%
50,709
+2,586
178
$1.33M 0.12%
30,413
+673
179
$1.31M 0.12%
+24,667
180
$1.3M 0.12%
22,533
+80
181
$1.21M 0.11%
9,809
-8,534
182
$1.21M 0.11%
31,442
+898
183
$1.09M 0.1%
41,720
+1,188
184
$1.06M 0.1%
+77,831
185
$1M 0.09%
41,393
+2,254
186
$978K 0.09%
44,177
+1,642
187
$961K 0.09%
36,500
-33,368
188
$959K 0.09%
43,483
+1,240
189
$951K 0.09%
21,607
+101
190
$947K 0.09%
30,200
-27,664
191
$915K 0.09%
+30,989
192
$777K 0.07%
32,296
-46,191
193
$746K 0.07%
13,255
+288
194
$691K 0.06%
8,362
+174
195
$583K 0.05%
6,799
196
$519K 0.05%
46,890
197
$500K 0.05%
15,020
198
$444K 0.04%
6,930
199
$346K 0.03%
25,433
200
$339K 0.03%
5,339
+1,409
6 7
8
9 10