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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$307K 0.03%
+1,492
202
$281K 0.03%
+2,442
203
$207K 0.02%
5,075
204
$201K 0.02%
8,866
-146,782
205
$198K 0.02%
12,073
206
$135K 0.01%
14,300
207
$118K 0.01%
10,258
208
$106K 0.01%
12,267
209
– –
-99,377
210
– –
-48,641
211
– –
-25,855
212
– –
-102,840
213
– –
-183,667
214
– –
-12,296
215
– –
-65,536
216
– –
-19,671
217
– –
-524,792
218
– –
-97,464
219
– –
-41,047
220
– –
-34,784
221
– –
-50,657
222
– –
-269,770
223
– –
-173,530
224
– –
-330,945
225
– –
-124,959
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