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
101
$2.39M 0.33%
+75,602
102
$2.31M 0.32%
+150,205
103
$2.26M 0.31%
+41,059
104
$2.26M 0.31%
+42,613
105
$2.24M 0.31%
55,064
-1,140
106
$2.15M 0.29%
+222,768
107
$2.09M 0.29%
26,215
-461
108
$2.02M 0.28%
+67,755
109
$2M 0.27%
60,810
-1,203
110
$1.97M 0.27%
223,209
-4,400
111
$1.93M 0.27%
296,396
-5,715
112
$1.88M 0.26%
+19,089
113
$1.85M 0.25%
326,151
-6,287
114
$1.6M 0.22%
26,915
+7,696
115
$1.17M 0.16%
7,976
+2,156
116
$996K 0.14%
7,975
+144
117
$836K 0.11%
+21,901
118
$830K 0.11%
9,600
-8,370
119
$727K 0.1%
18,005
+9,240
120
$696K 0.1%
6,597
+1,346
121
$667K 0.09%
7,330
-205
122
$563K 0.08%
2,493
-69
123
$499K 0.07%
3,684
+1,346
124
$498K 0.07%
14,352
-398
125
$493K 0.07%
3,386
-94
3 4
5
6 7