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
$742M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.46M
3
+$4.85M
4
RSG icon
Republic Services
RSG
+$4.81M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.43M

Top Sells

1
+$5.11M
2
+$4.97M
3
+$4.54M
4
EG icon
Everest Group
EG
+$4.53M
5
RHI icon
Robert Half
RHI
+$4.5M

Sector Composition

1 Healthcare 14.2%
2 Technology 10.62%
3 Industrials 9.04%
4 Energy 8.66%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$266K 0.04%
8,717
-216
177
$264K 0.04%
+5,460
178
$264K 0.04%
24,759
-407
179
$257K 0.03%
2,403
-41,315
180
$253K 0.03%
6,464
-164
181
$251K 0.03%
+85,171
182
$250K 0.03%
8,604
-43
183
$234K 0.03%
+6,660
184
$234K 0.03%
+29,988
185
$226K 0.03%
2,067
-11
186
$218K 0.03%
2,301
-75
187
$215K 0.03%
8,152
-201
188
$212K 0.03%
11,006
-282
189
$209K 0.03%
+1,838
190
$208K 0.03%
+4,598
191
$205K 0.03%
+4,192
192
– –
-1,489
193
– –
-22,074
194
– –
-19,870
195
– –
-11,890
196
– –
-50,240
197
– –
-1,490
198
– –
-28,034
199
– –
-21,360
200
– –
-16,168
5 6 7
8
9