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
$1.13B
AUM Growth
+$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.1M
3
+$9.55M
4
ORCL icon
Oracle
ORCL
+$9.39M
5
WLK icon
Westlake Corp
WLK
+$7.9M

Top Sells

1
+$18.5M
2
+$9.86M
3
+$8.21M
4
AXP icon
American Express
AXP
+$7.67M
5
SYNA icon
Synaptics
SYNA
+$7.66M

Sector Composition

1 Technology 20.3%
2 Healthcare 17.3%
3 Financials 12.6%
4 Industrials 11.54%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41M 3.64%
1,380,846
+5,408
2
$40.7M 3.61%
383,582
+40,005
3
$26.8M 2.38%
405,130
-4,728
4
$24M 2.13%
321,068
-4,081
5
$20.8M 1.85%
219,975
-195,602
6
$19.7M 1.74%
111,293
-1,282
7
$19.4M 1.72%
529,660
-12,253
8
$18.2M 1.61%
1,025,055
-18,815
9
$16.1M 1.43%
162,186
+3,877
10
$15.7M 1.39%
452,770
-11,097
11
$14.2M 1.26%
172,815
+4,718
12
$13.9M 1.23%
118,464
+531
13
$13.5M 1.2%
207,475
-3,436
14
$13.1M 1.17%
187,778
-2,176
15
$13.1M 1.17%
280,413
+10,511
16
$12.8M 1.14%
256,504
-5,266
17
$12.8M 1.14%
374,556
-116,401
18
$12.7M 1.13%
538,518
-7,148
19
$12.5M 1.11%
267,016
-4,636
20
$12.4M 1.1%
213,463
-86,864
21
$12.2M 1.08%
1,228,665
-14,370
22
$12.1M 1.07%
156,632
-57,303
23
$11.8M 1.05%
145,301
+37,534
24
$11.5M 1.02%
247,701
-4,366
25
$11.5M 1.02%
165,075
-3,319
1
2 3 4 5