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
$1.11B
AUM Growth
-$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$10.7M
3
+$10.2M
4
DDS icon
Dillards
DDS
+$8.77M
5
MBB icon
iShares MBS ETF
MBB
+$8.7M

Top Sells

1
+$25.8M
2
+$12M
3
+$11.7M
4
GNW icon
Genworth Financial
GNW
+$11.2M
5
AIG icon
American International
AIG
+$10.8M

Sector Composition

1 Technology 20.17%
2 Industrials 11.18%
3 Consumer Discretionary 10.34%
4 Healthcare 9.46%
5 Energy 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50M 4.51%
462,356
+80,520
2
$43.7M 3.94%
1,522,012
+152,784
3
$20.4M 1.84%
401,581
+14,461
4
$19.5M 1.76%
245,436
-20,782
5
$15.5M 1.4%
429,196
-24,807
6
$14.7M 1.33%
213,834
+126,043
7
$14.5M 1.31%
122,810
-78,061
8
$14.3M 1.29%
119,823
-42,121
9
$13.9M 1.25%
156,562
-72
10
$13.9M 1.25%
411,198
-30,292
11
$13.7M 1.24%
158,796
-14,147
12
$13.4M 1.21%
137,176
+995
13
$13.1M 1.18%
519,948
-19,064
14
$12.6M 1.14%
196,202
-16,536
15
$12.1M 1.09%
+171,732
16
$11.8M 1.07%
333,785
-25,884
17
$11.7M 1.06%
143,791
-12,735
18
$11.4M 1.03%
155,148
-10,334
19
$11M 1%
253,322
-14,372
20
$11M 0.99%
135,402
-5,895
21
$10.8M 0.98%
99,830
-7,104
22
$10.7M 0.97%
+176,128
23
$10.7M 0.97%
231,207
-14,006
24
$10.5M 0.94%
353,229
-161
25
$10.3M 0.93%
78,919
-6,203
1
2 3 4 5