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
$894M
AUM Growth
-$57.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$6.63M
3
+$5.58M
4
AFL icon
Aflac
AFL
+$5.15M
5
SIG icon
Signet Jewelers
SIG
+$5.07M

Top Sells

1
+$14.8M
2
+$10.9M
3
+$10.2M
4
WPP icon
WPP
WPP
+$10M
5
IM
Ingram Micro
IM
+$8.54M

Sector Composition

1 Financials 21.09%
2 Technology 19.89%
3 Industrials 16.99%
4 Consumer Discretionary 12.4%
5 Healthcare 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.3M 4.73%
1,626,700
-108,462
2
$25.5M 2.85%
239,586
-13,595
3
$24.2M 2.71%
539,634
+65,310
4
$13.4M 1.5%
575,363
-34,892
5
$13.3M 1.49%
313,303
-23,651
6
$12.4M 1.38%
149,696
+80,352
7
$11.6M 1.3%
1,096,330
-101,440
8
$11.6M 1.29%
109,566
-13,339
9
$11.1M 1.24%
224,806
-27,497
10
$11M 1.23%
192,556
-16,433
11
$10.5M 1.18%
211,513
-17,970
12
$10.5M 1.17%
325,206
-30,065
13
$10.3M 1.15%
130,318
-12,059
14
$10.2M 1.14%
43,930
-4,054
15
$10M 1.12%
393,638
-36,373
16
$9.47M 1.06%
400,193
-46,216
17
$9.07M 1.01%
56,648
-5,245
18
$9.01M 1.01%
249,634
-23,096
19
$8.51M 0.95%
119,413
-14,166
20
$8.42M 0.94%
107,907
-9,969
21
$8.34M 0.93%
52,580
-4,856
22
$7.95M 0.89%
93,877
-11,267
23
$7.94M 0.89%
170,122
-14,045
24
$7.86M 0.88%
76,085
-7,027
25
$7.86M 0.88%
63,338
-5,844
1
2 3 4 5