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
76
$3.37M 0.46%
87,786
-1,821
77
$3.31M 0.45%
19,515
-399
78
$3.24M 0.44%
20,035
-413
79
$3.23M 0.44%
29,179
-319
80
$3.22M 0.44%
78,765
-1,554
81
$3.2M 0.44%
56,536
-465
82
$3.14M 0.43%
47,903
-950
83
$3.04M 0.42%
26,569
-548
84
$3M 0.41%
72,798
-550
85
$2.98M 0.41%
27,798
-548
86
$2.96M 0.41%
26,516
-284
87
$2.89M 0.4%
25,273
-507
88
$2.89M 0.4%
+23,689
89
$2.78M 0.38%
65,451
-1,296
90
$2.74M 0.38%
23,469
+5,394
91
$2.7M 0.37%
63,067
-1,246
92
$2.69M 0.37%
97,053
-731
93
$2.64M 0.36%
+55,443
94
$2.6M 0.36%
19,297
-60,999
95
$2.6M 0.36%
+45,993
96
$2.58M 0.35%
+57,104
97
$2.55M 0.35%
+26,115
98
$2.4M 0.33%
+34,863
99
$2.4M 0.33%
+56,795
100
$2.4M 0.33%
+39,356
2 3
4
5 6