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
$1.02B
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.5M
3
+$14.5M
4
SH icon
ProShares Short S&P500
SH
+$6.71M
5
ALL icon
Allstate
ALL
+$6.63M

Top Sells

1
+$13.9M
2
+$10.8M
3
+$10.7M
4
WLK icon
Westlake Corp
WLK
+$9.58M
5
HES
Hess
HES
+$8.36M

Sector Composition

1 Technology 18.57%
2 Healthcare 12.82%
3 Industrials 12.12%
4 Consumer Discretionary 11%
5 Financials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$243K 0.02%
16,610
-2,681
202
$226K 0.02%
5,075
203
$163K 0.02%
12,635
-184,010
204
$155K 0.02%
10,258
205
$150K 0.01%
+14,300
206
– –
-92,066
207
– –
-143,504
208
– –
-131,149
209
– –
-46,420
210
– –
-63,542
211
– –
-297,570
212
– –
-18,649
213
– –
-156,562
214
– –
-88,614
215
– –
-18,298
216
– –
-43,836
217
– –
-28,557
218
– –
-99,830
219
– –
-117,700
220
– –
-33,518
221
– –
-231,207
222
– –
-252,997
223
– –
-217,146
224
– –
-51,776
225
– –
-12,664
6 7 8
9
10