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
126
$483K 0.07%
5,554
-154
127
$481K 0.07%
9,294
-82,472
128
$481K 0.07%
+7,967
129
$475K 0.07%
8,376
+2,123
130
$474K 0.07%
+10,274
131
$428K 0.06%
7,104
-198
132
$417K 0.06%
8,873
-247
133
$402K 0.06%
10,808
-300
134
$387K 0.05%
4,892
-135
135
$385K 0.05%
11,070
-308
136
$381K 0.05%
9,587
-267
137
$378K 0.05%
20,826
-579
138
$376K 0.05%
11,100
-308
139
$365K 0.05%
2,341
-61
140
$353K 0.05%
1,656
-46
141
$349K 0.05%
5,347
-148
142
$345K 0.05%
1,522
-43
143
$326K 0.04%
+5,255
144
$306K 0.04%
8,484
-236
145
$306K 0.04%
1,673
-46
146
$305K 0.04%
6,858
-190
147
$300K 0.04%
4,976
148
$297K 0.04%
1,991
-55
149
$283K 0.04%
3,686
-102
150
$277K 0.04%
8,358
-205
4 5
6
7 8