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
$833M
AUM Growth
-$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.93M
3
+$7.35M
4
C icon
Citigroup
C
+$5.75M
5
CSCO icon
Cisco
CSCO
+$5.25M

Top Sells

1
+$17.9M
2
+$16.2M
3
+$12.5M
4
AMAT icon
Applied Materials
AMAT
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$9.57M

Sector Composition

1 Financials 21.04%
2 Technology 14.21%
3 Consumer Discretionary 11.25%
4 Communication Services 9.46%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 2.77%
54,619
-1,970
2
$18.8M 2.26%
32,188
-1,241
3
$16.5M 1.98%
320,709
-74,192
4
$15.8M 1.9%
1,434,086
-48,958
5
$15.3M 1.83%
397,631
+3,017
6
$14.1M 1.69%
429,917
+1,605
7
$14M 1.68%
15,709
-538
8
$13.9M 1.67%
73,477
-2,699
9
$12.2M 1.47%
73,274
-2,686
10
$11.8M 1.41%
243,376
-31,516
11
$11.7M 1.4%
127,287
-2,881
12
$11.3M 1.36%
103,639
-3,803
13
$10.7M 1.29%
18,710
+1,839
14
$10.5M 1.26%
281,394
+260,242
15
$10.4M 1.26%
14,834
-559
16
$10.2M 1.22%
43,682
-16,758
17
$9.83M 1.18%
119,916
-20,869
18
$9.59M 1.15%
16,819
-611
19
$9.58M 1.15%
68,522
-2,454
20
$9.43M 1.13%
42,734
-1,464
21
$9.37M 1.13%
65,116
-2,367
22
$9.3M 1.12%
73,963
-2,560
23
$9.08M 1.09%
484,370
+5,340
24
$8.93M 1.07%
+176,107
25
$8.89M 1.07%
41,600
-1,447
1
2 3 4 5