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
$742M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.46M
3
+$4.85M
4
RSG icon
Republic Services
RSG
+$4.81M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$4.43M

Top Sells

1
+$5.11M
2
+$4.97M
3
+$4.54M
4
EG icon
Everest Group
EG
+$4.53M
5
RHI icon
Robert Half
RHI
+$4.5M

Sector Composition

1 Healthcare 14.2%
2 Technology 10.62%
3 Industrials 9.04%
4 Energy 8.66%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.3M 3.95%
1,773,920
+66,739
2
$18.3M 2.46%
814,684
+197,444
3
$15.6M 2.1%
633,782
-1,264
4
$15.1M 2.03%
62,892
-1,478
5
$14.2M 1.91%
26,745
-625
6
$13.3M 1.8%
89,458
-2,105
7
$13.3M 1.79%
102,013
-2,393
8
$12.3M 1.66%
293,240
-6,910
9
$11.9M 1.61%
491,953
+266,595
10
$10.8M 1.46%
97,515
-3,143
11
$10.4M 1.4%
20,285
-467
12
$10.1M 1.36%
19,697
-458
13
$10.1M 1.36%
257,613
+184,721
14
$9.77M 1.32%
100,343
-2,364
15
$9.68M 1.3%
119,195
+30,117
16
$9.45M 1.27%
85,643
-1,982
17
$9.31M 1.26%
269,294
+6,575
18
$8.53M 1.15%
18,696
-438
19
$8.25M 1.11%
46,684
-1,476
20
$8.24M 1.11%
50,994
-1,661
21
$8.08M 1.09%
177,568
22
$8.02M 1.08%
82,700
-33,759
23
$7.93M 1.07%
35,933
-1,152
24
$7.91M 1.07%
42,197
-1,384
25
$7.81M 1.05%
46,055
-1,130
1
2 3 4 5