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
1
$31.8M 4.36%
179,496
-4,176
2
$23M 3.16%
257,063
+3,440
3
$20.8M 2.85%
188,086
+1,050
4
$19.2M 2.64%
364,190
-4,850
5
$18.1M 2.49%
871,087
+58,448
6
$17.9M 2.46%
113,912
-2,254
7
$17.6M 2.41%
332,378
+38,897
8
$16.9M 2.32%
80,433
-1,589
9
$15.1M 2.07%
454,240
-9,130
10
$14.5M 1.99%
60,861
-12,654
11
$12.9M 1.76%
61,356
-1,214
12
$12.8M 1.76%
175,120
-3,560
13
$12.8M 1.75%
37,741
-746
14
$12.4M 1.7%
203,939
-19,795
15
$10.7M 1.47%
53,574
-1,060
16
$10.6M 1.46%
295,703
+3,771
17
$10.4M 1.42%
128,176
-2,595
18
$10.2M 1.4%
32,845
-648
19
$9.25M 1.27%
70,908
-1,435
20
$8.49M 1.16%
+328,024
21
$8.37M 1.15%
+165,086
22
$8.31M 1.14%
118,620
-998
23
$8.27M 1.13%
19,991
-406
24
$8.25M 1.13%
278,167
+15,103
25
$8.07M 1.11%
69,686
-1,382
1
2 3 4 5