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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$213K 0.02%
+8,543
177
$211K 0.02%
+1,527
178
$206K 0.02%
5,867
-9
179
$161K 0.02%
48,828
-707
180
$111K 0.01%
12,248
-176
181
– –
-56,970
182
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-4,957
183
– –
-14,135
184
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-135,987
185
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-12,031
186
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-7,097
187
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-16,779
188
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-3,646
189
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-3,489
190
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-63,999
191
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-117,398
192
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-16,968
193
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-3,375
194
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-58,075
195
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-7,199
196
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-110,028
197
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-1,275
198
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-144,565
199
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-20,827
200
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-70,262
5 6 7
8
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