LG

Leuthold Group Portfolio holdings

AUM $914M
1-Year Est. Return 30.27%
This Quarter Est. Return
1 Year Est. Return
+30.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770M
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$5.5M
3
+$5.39M
4
LAUR icon
Laureate Education
LAUR
+$4.41M
5
GDDY icon
GoDaddy
GDDY
+$4.3M

Top Sells

1
+$9.67M
2
+$8.89M
3
+$7.71M
4
RNR icon
RenaissanceRe
RNR
+$7.28M
5
TJX icon
TJX Companies
TJX
+$6.63M

Sector Composition

1 Financials 18.64%
2 Technology 17.1%
3 Communication Services 10.83%
4 Healthcare 7.04%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 2.86%
1,899,136
+465,050
2
$19.2M 2.49%
51,053
-3,566
3
$17.7M 2.29%
807,719
+413,348
4
$17.3M 2.25%
30,069
-2,119
5
$13.8M 1.8%
340,862
+59,468
6
$13.7M 1.78%
165,860
+45,944
7
$13.7M 1.78%
146,700
-10,390
8
$13.2M 1.71%
634,887
+150,517
9
$10.9M 1.41%
327,247
-102,670
10
$10.7M 1.39%
40,043
-2,691
11
$10.6M 1.38%
15,740
-1,079
12
$10.6M 1.38%
68,498
-4,979
13
$9.95M 1.29%
96,752
-6,887
14
$9.64M 1.25%
17,652
-1,058
15
$9.59M 1.24%
192,476
-50,900
16
$9.58M 1.24%
68,495
-4,779
17
$9.23M 1.2%
181,978
+5,871
18
$8.71M 1.13%
13,905
-929
19
$8.54M 1.11%
61,954
-4,372
20
$8.43M 1.09%
30,314
-2,045
21
$8.41M 1.09%
15,346
-1,126
22
$8.28M 1.08%
60,847
-4,269
23
$8.12M 1.05%
63,884
-4,638
24
$8.04M 1.04%
14,315
+37
25
$8.01M 1.04%
68,662
-5,301
1
2 3 4 5