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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$501K 0.06%
13,532
-90,234
177
$496K 0.05%
7,833
+466
178
$487K 0.05%
11,626
-57
179
$483K 0.05%
6,409
-37
180
$466K 0.05%
21,877
-78
181
$462K 0.05%
+2,403
182
$441K 0.05%
24,516
-87
183
$436K 0.05%
+10,677
184
$407K 0.04%
+19,257
185
$406K 0.04%
17,408
-88,729
186
$391K 0.04%
4,461
-26
187
$386K 0.04%
6,198
-59,644
188
$345K 0.04%
13,347
-78
189
$310K 0.03%
1,137
+81
190
$299K 0.03%
13,123
-59
191
$297K 0.03%
4,270
+345
192
$265K 0.03%
3,395
+247
193
$262K 0.03%
7,277
-36
194
$246K 0.03%
2,255
+115
195
$92K 0.01%
11,280
-691
196
– –
-116,191
197
– –
-20,901
198
– –
-29,830
199
– –
-6,786
200
– –
-10,842
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8
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