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
$704M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.32M
3
+$4.89M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.77M
5
EG icon
Everest Group
EG
+$4.33M

Top Sells

1
+$8.25M
2
+$6.05M
3
+$5.11M
4
NSIT icon
Insight Enterprises
NSIT
+$5.08M
5
ICE icon
Intercontinental Exchange
ICE
+$4.14M

Sector Composition

1 Financials 13.43%
2 Healthcare 12.21%
3 Technology 12.09%
4 Energy 8.29%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 4.14%
1,712,041
-149,802
2
$20.8M 2.95%
414,202
+23,357
3
$16.9M 2.4%
649,572
-68,657
4
$16.9M 2.39%
65,672
-1,625
5
$14.3M 2.04%
27,905
-738
6
$13.3M 1.89%
325,064
-1,557
7
$13.2M 1.87%
93,416
-2,423
8
$13M 1.85%
305,870
-7,790
9
$12.3M 1.75%
90,066
+31,674
10
$11.1M 1.57%
113,668
+19,276
11
$10.8M 1.53%
155,884
+492
12
$10.2M 1.45%
422,382
-205
13
$10.1M 1.43%
20,915
-547
14
$9.52M 1.35%
104,676
-2,602
15
$9.5M 1.35%
20,301
-409
16
$9.35M 1.33%
19,515
-341
17
$8.93M 1.27%
260,166
-1,106
18
$8.33M 1.18%
158,959
+27,592
19
$8.32M 1.18%
98,291
-2,359
20
$8.1M 1.15%
48,068
-1,121
21
$7.71M 1.09%
+84,549
22
$7.64M 1.09%
89,262
+19,175
23
$7.55M 1.07%
25,417
-8,848
24
$7.1M 1.01%
25,934
-623
25
$7.09M 1.01%
31,262
-671
1
2 3 4 5