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
$865M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$6.76M
3
+$6.53M
4
MS icon
Morgan Stanley
MS
+$6.5M
5
JPM icon
JPMorgan Chase
JPM
+$6.1M

Top Sells

1
+$7.6M
2
+$7.35M
3
+$6.51M
4
AKAM icon
Akamai
AKAM
+$6.2M
5
STLD icon
Steel Dynamics
STLD
+$5.46M

Sector Composition

1 Technology 18.81%
2 Financials 12.98%
3 Consumer Discretionary 10.86%
4 Communication Services 9.14%
5 Healthcare 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.5M 3.41%
66,053
-591
2
$21.8M 2.52%
204,970
-34,380
3
$20.6M 2.38%
40,895
-366
4
$20.1M 2.33%
1,711,236
-27,261
5
$20M 2.31%
389,904
-1,493
6
$19.7M 2.28%
93,601
-838
7
$18.3M 2.12%
77,714
-14,927
8
$17.5M 2.03%
96,280
-859
9
$16.5M 1.91%
73,017
-8,836
10
$15.5M 1.79%
401,174
-4,746
11
$12.6M 1.46%
114,618
-1,016
12
$12.1M 1.4%
131,587
-480
13
$11.8M 1.37%
568,981
-11,592
14
$11.7M 1.36%
143,792
+560
15
$11.3M 1.31%
16,741
-150
16
$11.1M 1.29%
78,862
-703
17
$11.1M 1.28%
13,456
-4,645
18
$10.8M 1.25%
126,505
+14,424
19
$10.6M 1.23%
258,766
+146,993
20
$10.6M 1.22%
75,112
-664
21
$10.5M 1.21%
17,907
-161
22
$10.4M 1.2%
16,038
-144
23
$9.36M 1.08%
+185,792
24
$9.22M 1.07%
283,083
-945
25
$9.08M 1.05%
44,226
-399
1
2 3 4 5