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
$933M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.97M
3
+$7.04M
4
TOL icon
Toll Brothers
TOL
+$6.99M
5
OI icon
O-I Glass
OI
+$6.51M

Top Sells

1
+$13.4M
2
+$10.9M
3
+$7.46M
4
NDAQ icon
Nasdaq
NDAQ
+$7.17M
5
CME icon
CME Group
CME
+$7.1M

Sector Composition

1 Technology 20.88%
2 Financials 19.56%
3 Consumer Discretionary 14.15%
4 Industrials 12.59%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.2M 5.16%
1,744,118
-2,184
2
$26.6M 2.85%
310,933
+71,806
3
$24.6M 2.63%
513,910
-756
4
$22.4M 2.4%
210,207
+15,750
5
$15.8M 1.69%
315,129
-2,260
6
$15.4M 1.65%
1,087,430
+15,040
7
$13.6M 1.46%
235,953
-8,235
8
$13.4M 1.44%
324,969
+6,860
9
$13M 1.4%
123,154
-4,319
10
$12.4M 1.33%
200,023
-6,910
11
$11.4M 1.22%
211,413
-7,067
12
$11.2M 1.2%
372,057
-12,994
13
$11M 1.18%
377,446
-12,645
14
$10.1M 1.08%
54,262
-1,153
15
$9.94M 1.07%
86,927
-45,192
16
$9.56M 1.02%
101,996
-3,561
17
$9.09M 0.97%
138,627
+23,099
18
$9.09M 0.97%
59,861
-2,101
19
$8.98M 0.96%
191,358
-6,516
20
$8.93M 0.96%
88,425
-4,297
21
$8.82M 0.95%
112,493
-6,046
22
$8.76M 0.94%
+253,527
23
$8.73M 0.94%
71,923
-2,506
24
$8.55M 0.92%
45,435
-752
25
$8.27M 0.89%
672,993
-23,091
1
2 3 4 5