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
$1.08B
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$11.2M
3
+$10.1M
4
CAH icon
Cardinal Health
CAH
+$9.78M
5
TEL icon
TE Connectivity
TEL
+$6.59M

Top Sells

1
+$12.6M
2
+$12.5M
3
+$11.2M
4
COST icon
Costco
COST
+$11.1M
5
ESRX
Express Scripts Holding Company
ESRX
+$10.1M

Sector Composition

1 Financials 18.59%
2 Healthcare 14.02%
3 Industrials 12.58%
4 Technology 12.32%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.7M 4.41%
450,019
-9,951
2
$31.3M 2.89%
1,072,432
-429,962
3
$28.4M 2.63%
285,640
+204,140
4
$18.2M 1.69%
338,804
-17,200
5
$17.1M 1.58%
995,727
-36,179
6
$17M 1.57%
299,773
-17,379
7
$14.5M 1.34%
286,882
-17,306
8
$13.7M 1.27%
199,364
+46,576
9
$12.7M 1.18%
262,072
+24,415
10
$11.9M 1.1%
153,288
-6,126
11
$11.2M 1.04%
159,208
-8,930
12
$11.2M 1.03%
+86,993
13
$10.7M 0.99%
158,680
+14,670
14
$10.7M 0.99%
223,308
+21,688
15
$10.5M 0.97%
444,355
-220,945
16
$10.3M 0.96%
1,215,300
+135,630
17
$10.1M 0.94%
138,586
+16,277
18
$10.1M 0.93%
+164,615
19
$9.99M 0.92%
480,266
+222,857
20
$9.78M 0.9%
+187,592
21
$9.53M 0.88%
123,159
-4,591
22
$9.5M 0.88%
132,689
-7,683
23
$9.5M 0.88%
742,288
+85,093
24
$9.3M 0.86%
298,901
+38,551
25
$9.21M 0.85%
485,712
-152,918
1
2 3 4 5