LG

Leuthold Group Portfolio holdings

AUM $926M
1-Year Est. Return 37.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.82M
3
+$5.83M
4
MDT icon
Medtronic
MDT
+$5.59M
5
BHP icon
BHP
BHP
+$5.44M

Top Sells

1
+$21.2M
2
+$19.6M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$271K 0.03%
11,890
177
$269K 0.03%
1,995
-492
178
$266K 0.03%
21,360
179
$262K 0.03%
20,149
180
$255K 0.03%
+4,970
181
$250K 0.03%
3,268
-933
182
$247K 0.03%
3,346
183
$231K 0.03%
3,654
+398
184
$216K 0.03%
2,760
185
$214K 0.03%
4,880
186
$214K 0.03%
+6,578
187
$213K 0.03%
7,269
188
$212K 0.03%
4,758
189
$212K 0.03%
+6,573
190
– –
-127,277
191
– –
-85,604
192
– –
-7,559
193
– –
-21,100
194
– –
-109,614
195
– –
-21,465
196
– –
-56,538
197
– –
-8,882
198
– –
-10,344
199
– –
-25,681
200
– –
-9,098
6 7
8
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