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
$990M
AUM Growth
+$56.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$10.3M
3
+$7.33M
4
GM icon
General Motors
GM
+$5.94M
5
STLA icon
Stellantis
STLA
+$5.93M

Top Sells

1
+$14.7M
2
+$7.04M
3
+$6.51M
4
ATR icon
AptarGroup
ATR
+$6.27M
5
BERY
Berry Global Group, Inc.
BERY
+$6.02M

Sector Composition

1 Technology 21.49%
2 Financials 19.18%
3 Consumer Discretionary 15.33%
4 Industrials 11.08%
5 Healthcare 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.7M 4.72%
1,662,546
-81,572
2
$32.7M 3.3%
642,309
+517,741
3
$22.5M 2.27%
457,054
-56,856
4
$21.7M 2.2%
254,607
-56,326
5
$19.7M 1.99%
1,062,410
-25,020
6
$17M 1.72%
314,753
-376
7
$16.5M 1.67%
317,423
-7,546
8
$14.9M 1.5%
230,745
-5,208
9
$14.2M 1.44%
120,431
-2,723
10
$13.6M 1.37%
363,851
-8,206
11
$10.9M 1.1%
194,193
-5,830
12
$10.5M 1.06%
368,617
-8,829
13
$10.5M 1.06%
99,743
-2,253
14
$10.4M 1.05%
53,095
-1,167
15
$10.3M 1.04%
+80,137
16
$10.1M 1.02%
86,912
-15
17
$10.1M 1.02%
209,006
+32,182
18
$10.1M 1.02%
252,545
-982
19
$9.93M 1%
70,339
-1,584
20
$9.83M 0.99%
203,870
-7,543
21
$9.69M 0.98%
51,043
+5,608
22
$9.31M 0.94%
58,538
-1,323
23
$8.91M 0.9%
138,052
-575
24
$8.82M 0.89%
109,755
-2,738
25
$8.8M 0.89%
322,157
-2,846
1
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