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
$772M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.9M
3
+$5.22M
4
OMC icon
Omnicom Group
OMC
+$5M
5
OKTA icon
Okta
OKTA
+$4.97M

Top Sells

1
+$7.96M
2
+$7.09M
3
+$6.84M
4
BP icon
BP
BP
+$6.83M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$6.02M

Sector Composition

1 Technology 23.99%
2 Consumer Discretionary 13.28%
3 Healthcare 8.53%
4 Industrials 8.34%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.6M 0.98%
17,246
-629
27
$7.39M 0.96%
18,790
-685
28
$7.36M 0.95%
16,528
-602
29
$7.02M 0.91%
116,339
-4,017
30
$6.66M 0.86%
71,381
-930
31
$6.61M 0.86%
317,217
-11,515
32
$6.57M 0.85%
46,880
-1,701
33
$6.48M 0.84%
53,403
-1,730
34
$6.45M 0.84%
+28,563
35
$6.42M 0.83%
14,402
36
$6.32M 0.82%
23,492
-855
37
$6.28M 0.81%
37,685
-1,375
38
$6.26M 0.81%
79,191
-2,606
39
$6.15M 0.8%
240,700
-235,690
40
$5.99M 0.78%
115,751
+2,941
41
$5.93M 0.77%
24,979
-910
42
$5.9M 0.76%
+105,933
43
$5.68M 0.74%
97,393
-3,358
44
$5.6M 0.73%
74,023
-2,692
45
$5.58M 0.72%
28,999
+13,101
46
$5.56M 0.72%
58,748
+25,949
47
$5.52M 0.71%
223,325
-3,172
48
$5.5M 0.71%
77,308
-2,420
49
$5.36M 0.69%
54,897
50
$5.31M 0.69%
187,198
-3,389
1
2
3 4 5