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
$1.07B
AUM Growth
-$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$10.5M
3
+$9.55M
4
DG icon
Dollar General
DG
+$8.93M
5
EG icon
Everest Group
EG
+$7.42M

Top Sells

1
+$22.8M
2
+$15.6M
3
+$14M
4
AAPL icon
Apple
AAPL
+$9.61M
5
WDC icon
Western Digital
WDC
+$8.91M

Sector Composition

1 Healthcare 20.09%
2 Financials 16.46%
3 Consumer Discretionary 15.73%
4 Industrials 10.74%
5 Technology 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.7M 5.4%
2,220,218
+216,578
2
$47.2M 4.41%
434,217
+22,412
3
$18.9M 1.77%
115,100
+3,760
4
$17.4M 1.62%
136,297
+4,762
5
$17.1M 1.6%
188,312
+8,345
6
$16.8M 1.57%
137,973
+5,761
7
$15M 1.41%
724,106
-65,536
8
$13.6M 1.27%
330,753
-28,034
9
$13.2M 1.24%
126,161
-76,071
10
$13.1M 1.22%
68,345
+2,842
11
$12.6M 1.18%
111,481
+5,221
12
$12.3M 1.16%
191,659
-19,423
13
$12.2M 1.14%
+144,855
14
$12.2M 1.14%
180,439
+6,788
15
$11.4M 1.06%
125,572
+5,340
16
$11.3M 1.05%
179,937
+7,053
17
$11M 1.03%
124,584
+5,459
18
$10.9M 1.02%
215,642
-1,516
19
$10.6M 0.99%
220,907
+198,883
20
$10.5M 0.98%
64,979
+3,047
21
$10.5M 0.98%
+128,175
22
$10.2M 0.95%
55,839
+40,754
23
$10.1M 0.95%
254,022
-24,307
24
$10M 0.94%
70,519
+3,380
25
$9.79M 0.92%
169,891
+7,525
1
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