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
$909M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$21.3M
3
+$12M
4
GLD icon
SPDR Gold Trust
GLD
+$11.9M
5
UHS icon
Universal Health Services
UHS
+$9.5M

Top Sells

1
+$9.74M
2
+$9.61M
3
+$8.53M
4
JBL icon
Jabil
JBL
+$8.19M
5
STLA icon
Stellantis
STLA
+$6.92M

Sector Composition

1 Consumer Discretionary 17.91%
2 Healthcare 15.25%
3 Technology 13.99%
4 Industrials 10.68%
5 Financials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.8M 3.61%
379,148
+32,470
2
$25.9M 2.84%
525,411
-5,228
3
$24.6M 2.7%
+1,329,933
4
$21.6M 2.37%
811,621
+802,617
5
$20.1M 2.21%
171,060
-6,592
6
$18.7M 2.05%
478,479
-18,441
7
$16M 1.77%
578,080
-214,852
8
$15.2M 1.67%
135,371
-2,020
9
$13.9M 1.53%
273,211
-1,395
10
$13.5M 1.48%
177,275
-2,031
11
$12.6M 1.38%
51,218
-597
12
$12.3M 1.35%
710,960
-200,550
13
$12M 1.32%
+116,514
14
$11.9M 1.3%
+99,915
15
$11.8M 1.3%
191,134
+12,608
16
$11.4M 1.26%
58,222
-645
17
$11.3M 1.24%
47,485
+3,240
18
$10.9M 1.2%
82,436
-910
19
$9.76M 1.07%
53,212
+4,282
20
$9.5M 1.05%
+85,265
21
$9.45M 1.04%
95,830
-1,118
22
$9.23M 1.02%
199,825
-73,937
23
$9.13M 1%
118,288
+19
24
$8.72M 0.96%
212,812
-2,483
25
$8.62M 0.95%
28,959
-332
1
2 3 4 5