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
$781M
AUM Growth
-$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.8M
3
+$6.17M
4
DHR icon
Danaher
DHR
+$6.06M
5
MDT icon
Medtronic
MDT
+$5.87M

Top Sells

1
+$21.2M
2
+$20.2M
3
+$14.2M
4
DG icon
Dollar General
DG
+$12.2M
5
META icon
Meta Platforms (Facebook)
META
+$7.71M

Sector Composition

1 Financials 17.68%
2 Technology 15.94%
3 Healthcare 9.25%
4 Industrials 8.27%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 3.47%
1,861,843
+581,346
2
$20.7M 2.66%
67,297
-252
3
$20.3M 2.6%
95,839
-365
4
$20M 2.56%
390,845
-9,974
5
$16.9M 2.16%
313,660
-1,100
6
$15.9M 2.03%
718,229
+214,136
7
$15.2M 1.94%
326,621
-64,782
8
$14.6M 1.87%
28,643
+895
9
$14.1M 1.81%
107,278
-386
10
$12M 1.53%
155,392
-24,613
11
$11.4M 1.46%
19,856
-75
12
$11.3M 1.45%
34,265
-121
13
$11.1M 1.42%
422,587
-70,739
14
$10.9M 1.4%
125,116
-428
15
$10.5M 1.35%
21,462
+1,168
16
$10.2M 1.31%
58,392
-223
17
$9.62M 1.23%
261,272
-9,961
18
$9.62M 1.23%
94,392
-33,609
19
$9.01M 1.15%
20,710
+1,158
20
$8.89M 1.14%
49,189
-111,594
21
$8.69M 1.11%
175,011
-657
22
$8.56M 1.1%
26,557
-14,056
23
$8.47M 1.09%
100,650
+5,493
24
$8.25M 1.06%
49,513
-187
25
$7.95M 1.02%
406,586
-1,548
1
2 3 4 5