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
$729M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$8.37M
3
+$4.19M
4
HD icon
Home Depot
HD
+$3.79M
5
CARR icon
Carrier Global
CARR
+$3.64M

Top Sells

1
+$8.22M
2
+$5.99M
3
+$5.39M
4
ARW icon
Arrow Electronics
ARW
+$4.9M
5
KKR icon
KKR & Co
KKR
+$4.58M

Sector Composition

1 Technology 15.91%
2 Healthcare 14.23%
3 Financials 9.36%
4 Consumer Discretionary 9.07%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.04M 1.1%
236,780
+575
27
$7.91M 1.08%
104,553
-2,067
28
$7.67M 1.05%
30,162
-595
29
$7.56M 1.04%
127,109
-2,564
30
$7.54M 1.03%
60,468
-1,195
31
$7.36M 1.01%
159,074
-3,149
32
$7.31M 1%
156,717
-3,219
33
$7.11M 0.97%
12,699
-251
34
$7.1M 0.97%
19,990
-421
35
$7.02M 0.96%
26,816
-548
36
$6.92M 0.95%
118,651
-2,395
37
$6.82M 0.93%
13,905
-278
38
$6.5M 0.89%
109,268
-2,160
39
$6.17M 0.85%
37,362
-740
40
$5.86M 0.8%
29,135
-236
41
$5.68M 0.78%
71,796
-1,477
42
$5.67M 0.78%
102,752
-2,140
43
$5.57M 0.76%
88,210
-1,745
44
$5.37M 0.74%
14,890
-295
45
$5.14M 0.7%
105,609
-2,165
46
$5.1M 0.7%
46,190
+937
47
$5.07M 0.69%
104,781
-2,179
48
$5.05M 0.69%
17,413
-345
49
$5M 0.68%
45,728
-906
50
$4.99M 0.68%
43,639
-863
1
2
3 4 5