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
51
$4.98M 0.68%
107,688
-2,131
52
$4.98M 0.68%
54,517
-1,079
53
$4.89M 0.67%
137,453
+38,579
54
$4.77M 0.65%
24,618
-487
55
$4.64M 0.64%
89,688
-1,774
56
$4.56M 0.63%
52,056
-1,029
57
$4.45M 0.61%
399,064
-3,026
58
$4.44M 0.61%
15,638
-811
59
$4.19M 0.57%
+40,186
60
$4.14M 0.57%
15,412
-322
61
$4M 0.55%
82,509
-651
62
$4M 0.55%
62,912
-1,245
63
$3.93M 0.54%
22,504
-446
64
$3.85M 0.53%
72,738
-1,438
65
$3.85M 0.53%
136,890
-1,302
66
$3.84M 0.53%
10,769
-215
67
$3.79M 0.52%
+13,635
68
$3.7M 0.51%
56,476
-533
69
$3.69M 0.51%
58,171
-590
70
$3.64M 0.5%
+119,283
71
$3.59M 0.49%
106,434
-863
72
$3.53M 0.48%
+19,205
73
$3.47M 0.48%
+106,443
74
$3.45M 0.47%
59,084
-1,208
75
$3.4M 0.47%
+30,578
1 2
3
4 5