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
$900M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.59M
3
+$4.9M
4
MTBA icon
Simplify MBS ETF
MTBA
+$4.51M
5
ACGL icon
Arch Capital
ACGL
+$4.35M

Top Sells

1
+$5.67M
2
+$5.42M
3
+$5.4M
4
CSCO icon
Cisco
CSCO
+$5.02M
5
NMR icon
Nomura Holdings
NMR
+$4.34M

Sector Composition

1 Financials 16.87%
2 Technology 16.08%
3 Consumer Discretionary 12.08%
4 Communication Services 8.49%
5 Healthcare 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 2.71%
56,589
-9,464
2
$21.2M 2.36%
394,901
+4,997
3
$19.1M 2.13%
33,429
-7,466
4
$17.9M 1.99%
76,886
-16,715
5
$16.6M 1.85%
1,483,044
-228,192
6
$16.5M 1.83%
394,614
-6,560
7
$16.2M 1.8%
409,752
+371,026
8
$15.4M 1.71%
107,442
-7,176
9
$14.4M 1.6%
428,312
+145,229
10
$14.1M 1.56%
273,375
+87,583
11
$13.6M 1.52%
60,440
-12,577
12
$13.5M 1.51%
70,976
-4,136
13
$12.9M 1.44%
75,960
-2,902
14
$12.6M 1.4%
76,176
-20,104
15
$12.5M 1.39%
153,130
-51,840
16
$12.5M 1.39%
130,168
-1,419
17
$12.5M 1.39%
15,393
-645
18
$12.5M 1.38%
274,892
+16,126
19
$11.7M 1.3%
140,785
-3,007
20
$11.5M 1.28%
16,247
-494
21
$11.4M 1.27%
56,526
-21,188
22
$11.2M 1.24%
72,293
-4,187
23
$9.58M 1.07%
410,174
-3,071
24
$9.57M 1.06%
16,363
-1,184
25
$9.38M 1.04%
43,047
-1,179
1
2 3 4 5