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
$928M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$7.74M
3
+$6.81M
4
RCL icon
Royal Caribbean
RCL
+$4.9M
5
TNL icon
Travel + Leisure Co
TNL
+$4.3M

Top Sells

1
+$5.07M
2
+$4.81M
3
+$4.8M
4
RDN icon
Radian Group
RDN
+$4.77M
5
BBY icon
Best Buy
BBY
+$4.76M

Sector Composition

1 Financials 22.57%
2 Technology 20.82%
3 Industrials 16.03%
4 Consumer Discretionary 10.84%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 5.01%
1,746,302
+119,602
2
$23.5M 2.53%
514,666
-24,968
3
$20.7M 2.23%
194,457
-45,129
4
$20.7M 2.23%
239,127
+89,431
5
$15.2M 1.63%
317,389
+4,086
6
$15M 1.62%
132,119
+80,191
7
$13.8M 1.48%
1,072,390
-23,940
8
$13.4M 1.44%
576,265
+902
9
$13.2M 1.42%
105,330
-4,236
10
$12.4M 1.33%
318,109
-7,097
11
$12.2M 1.31%
244,188
-5,446
12
$12M 1.29%
385,051
-8,587
13
$11.4M 1.23%
127,473
-2,845
14
$11.3M 1.22%
390,091
-10,102
15
$11.1M 1.2%
206,933
-4,580
16
$10M 1.08%
218,480
-6,326
17
$9.38M 1.01%
105,557
-2,350
18
$9.19M 0.99%
197,874
+5,318
19
$9.09M 0.98%
55,415
-1,233
20
$8.81M 0.95%
696,084
-15,276
21
$8.71M 0.94%
92,722
-1,155
22
$8.7M 0.94%
118,539
-874
23
$8.56M 0.92%
51,435
-1,145
24
$8.37M 0.9%
74,429
-1,656
25
$7.9M 0.85%
61,962
-1,376
1
2 3 4 5