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
176
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177
-148,443
178
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179
-169,350
180
-63,808
181
-3,629
182
-7,295
183
-31,603
184
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185
-16,566
186
-25,945