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
$953M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$7.57M
3
+$7.54M
4
IM
Ingram Micro
IM
+$6.52M
5
J icon
Jacobs Solutions
J
+$6.39M

Top Sells

1
+$12.8M
2
+$11.8M
3
+$8.75M
4
UHS icon
Universal Health Services
UHS
+$7.8M
5
ELV icon
Elevance Health
ELV
+$7.8M

Sector Composition

1 Financials 16.08%
2 Healthcare 14.93%
3 Industrials 13.82%
4 Consumer Discretionary 8.92%
5 Technology 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.3M 5.6%
2,065,940
+293,192
2
$34M 3.57%
316,101
-109,597
3
$29.3M 3.07%
175,360
-21,910
4
$16.5M 1.73%
264,865
-100,290
5
$15.6M 1.64%
193,354
+1,025
6
$15.1M 1.59%
213,641
+58,982
7
$13.7M 1.44%
270,971
-19,352
8
$12.9M 1.36%
70,553
+17,884
9
$12.7M 1.33%
167,291
+20,644
10
$12.1M 1.27%
135,053
+23,855
11
$11.7M 1.22%
136,882
+6,557
12
$11.6M 1.22%
102,854
+11,277
13
$11.5M 1.21%
117,616
+5,448
14
$10.6M 1.12%
457,451
+69,524
15
$10.5M 1.1%
203,112
+13,242
16
$10.3M 1.08%
141,300
+6,802
17
$10.2M 1.07%
96,596
+1,217
18
$9.8M 1.03%
157,872
+20,819
19
$9.74M 1.02%
209,165
+64,894
20
$9.56M 1%
225,658
+3,409
21
$9.4M 0.99%
130,777
+6,213
22
$9.28M 0.97%
47,056
+10,377
23
$9.24M 0.97%
349,736
+33,002
24
$9.11M 0.96%
240,148
+120,485
25
$9.07M 0.95%
210,596
+10,150
1
2 3 4 5