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
$555M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.66M
3
+$4.63M
4
ADBE icon
Adobe
ADBE
+$4.63M
5
AAPL icon
Apple
AAPL
+$4.62M

Top Sells

1
+$12.8M
2
+$10.2M
3
+$9.75M
4
FI icon
Fiserv
FI
+$9.33M
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$9.01M

Sector Composition

1 Healthcare 16.66%
2 Technology 16.2%
3 Financials 13.55%
4 Communication Services 6.83%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 5.17%
193,697
-8,548
2
$22.4M 4.04%
254,167
-26,548
3
$20.1M 3.63%
182,445
+7,156
4
$16.2M 2.91%
327,717
-96,061
5
$15.5M 2.8%
+383,285
6
$13.3M 2.39%
84,066
-5,421
7
$11.4M 2.05%
475,040
-38,910
8
$11.3M 2.03%
205,543
-3,061
9
$11.1M 1.99%
119,007
-9,348
10
$10.6M 1.92%
183,260
-12,180
11
$9.68M 1.74%
64,099
-4,762
12
$9.53M 1.72%
39,432
-2,542
13
$9.02M 1.62%
55,967
-3,606
14
$8.56M 1.54%
34,316
-2,212
15
$8.22M 1.48%
74,290
-32,587
16
$8.02M 1.44%
82,900
-92,996
17
$7.98M 1.44%
134,168
-8,885
18
$7.82M 1.41%
162,234
-114,558
19
$7.77M 1.4%
279,462
-26,484
20
$7.43M 1.34%
74,217
-4,907
21
$7.36M 1.33%
123,947
-1,628
22
$6.89M 1.24%
92,216
-7,612
23
$6.56M 1.18%
20,891
+235
24
$6.48M 1.17%
13,275
-1,174
25
$6.39M 1.15%
31,528
-2,325
1
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