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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$6.82M
3
+$5.83M
4
MDT icon
Medtronic
MDT
+$5.59M
5
BHP icon
BHP
BHP
+$5.44M

Top Sells

1
+$21.2M
2
+$19.6M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-29,150
202
– –
-68,417
203
– –
-90,654
204
– –
-1,374
205
– –
-35,714
206
– –
-51,742
207
– –
-3,655
208
– –
-49,654
209
– –
-40,020
210
– –
-96,555
211
– –
-34,693
212
– –
-146,140
213
– –
-952
214
– –
-872
215
– –
-26,022
216
– –
-4,282
217
– –
-9,043
218
– –
-1,447
219
– –
-29,093
220
– –
-3,077
221
– –
-98,223
222
– –
-2,208
223
– –
-22,919
224
– –
-116,109
225
– –
-1,433
6 7 8
9
10