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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.25M
3
+$9.03M
4
ORCL icon
Oracle
ORCL
+$8.74M
5
WLK icon
Westlake Corp
WLK
+$7.58M

Top Sells

1
+$18.6M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.12%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.73%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-158,012
202
– –
-325,670
203
– –
-307,884
204
– –
-67,036
205
– –
-100,628
206
– –
-150,320
207
– –
-324,413
208
– –
-1,139,668
209
– –
-27,510
210
– –
-122,807
211
– –
-61,328
212
– –
-121,728
213
– –
-25,442
214
– –
-35,341
215
– –
-15,034
216
– –
-77,730
217
– –
-66,750
218
– –
-50,861
219
– –
-110,451
220
– –
-35,946
221
– –
-5,450
222
– –
-89,010
223
– –
-301
224
– –
-22,101
225
– –
-62,540
6 7 8
9
10