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
$698M
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$9.87M
2 +$9.63M
3 +$9.51M
4
CVS icon
CVS Health
CVS
+$8.14M
5
DIS icon
Walt Disney
DIS
+$5.79M

Top Sells

1 +$22.3M
2 +$11M
3 +$10.5M
4
RWM icon
ProShares Short Russell2000
RWM
+$8.25M
5
TER icon
Teradyne
TER
+$8.1M

Sector Composition

1 Healthcare 21.92%
2 Consumer Discretionary 13.86%
3 Industrials 12.34%
4 Technology 8.76%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-21,919
202
-218,984
203
-55,243
204
-7,623
205
-12,719
206
-50,053
207
-338,985
208
-807,989
209
-5,453
210
-25,793
211
-115,722
212
-51,888
213
-77,550
214
-12,323