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
$1.02B
AUM Growth
-$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.5M
3
+$14.5M
4
SH icon
ProShares Short S&P500
SH
+$6.71M
5
ALL icon
Allstate
ALL
+$6.63M

Top Sells

1
+$13.9M
2
+$10.8M
3
+$10.7M
4
WLK icon
Westlake Corp
WLK
+$9.58M
5
HES
Hess
HES
+$8.36M

Sector Composition

1 Technology 18.57%
2 Healthcare 12.82%
3 Industrials 12.12%
4 Consumer Discretionary 11%
5 Financials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.8M 4.4%
410,011
-52,345
2
$41.5M 4.07%
1,498,516
-23,496
3
$19.4M 1.91%
201,493
-43,943
4
$18.2M 1.79%
360,283
-41,298
5
$17.8M 1.75%
361,386
-67,810
6
$15M 1.47%
279,325
-54,460
7
$14.6M 1.44%
83,944
+38,510
8
$14.6M 1.44%
+133,265
9
$14.5M 1.42%
+102,202
10
$14.5M 1.42%
+505,878
11
$14.3M 1.41%
339,053
-72,145
12
$13.4M 1.32%
132,562
-26,234
13
$13.3M 1.31%
181,407
+9,675
14
$12.7M 1.24%
211,791
-41,531
15
$12.6M 1.24%
796,066
-146,709
16
$12.4M 1.22%
98,946
-20,877
17
$12M 1.18%
435,284
-84,664
18
$11.4M 1.12%
115,916
-21,260
19
$10.9M 1.07%
130,028
-25,120
20
$10.6M 1.04%
161,763
-34,439
21
$10.5M 1.03%
345,414
-7,815
22
$10.4M 1.02%
399,154
-85,224
23
$10.1M 0.99%
113,536
-21,866
24
$9.8M 0.96%
118,682
-25,109
25
$9.6M 0.94%
527,009
-101,459
1
2 3 4 5