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
$833M
AUM Growth
-$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.93M
3
+$7.35M
4
C icon
Citigroup
C
+$5.75M
5
CSCO icon
Cisco
CSCO
+$5.25M

Top Sells

1
+$17.9M
2
+$16.2M
3
+$12.5M
4
AMAT icon
Applied Materials
AMAT
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$9.57M

Sector Composition

1 Financials 21.04%
2 Technology 14.21%
3 Consumer Discretionary 11.25%
4 Communication Services 9.46%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$324K 0.04%
7,340
-184
177
$313K 0.04%
2,681
-66
178
$305K 0.04%
2,834
-70
179
$304K 0.04%
703
-17
180
$298K 0.04%
1,156
-15
181
$280K 0.03%
4,534
-111
182
$274K 0.03%
3,246
-80
183
$271K 0.03%
+14,288
184
$260K 0.03%
11,274
-277
185
$240K 0.03%
3,057
-2,184
186
$228K 0.03%
2,292
-116
187
$227K 0.03%
+22,628
188
$227K 0.03%
1,272
-56
189
$225K 0.03%
+2,184
190
$216K 0.03%
1,837
-94
191
$209K 0.03%
+4,000
192
– –
-76,886
193
– –
-9,686
194
– –
-144,123
195
– –
-56,526
196
– –
-8,662
197
– –
-68,257
198
– –
-62,973
199
– –
-98,484
200
– –
-10,383
5 6 7
8
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