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
51
$5.24M 0.68%
12,261
+5,891
52
$5.22M 0.68%
+58,135
53
$5.14M 0.67%
31,210
-1,135
54
$5.06M 0.66%
74,901
55
$5.04M 0.65%
28,166
-888
56
$5M 0.65%
+52,599
57
$4.97M 0.64%
+71,600
58
$4.94M 0.64%
10,096
-366
59
$4.91M 0.64%
+65,297
60
$4.9M 0.63%
38,969
+2,137
61
$4.72M 0.61%
10,630
-1,598
62
$4.67M 0.61%
71,760
+18,646
63
$4.65M 0.6%
46,092
-877
64
$4.6M 0.6%
123,721
-4,512
65
$4.59M 0.59%
+121,176
66
$4.51M 0.58%
12,282
-449
67
$4.27M 0.55%
+22,923
68
$4.21M 0.55%
86,359
-3,139
69
$4.2M 0.54%
+9,094
70
$4.14M 0.54%
87,359
-1,226
71
$4.14M 0.54%
50,486
-1,840
72
$4.13M 0.53%
+582,937
73
$4.1M 0.53%
37,610
-1,368
74
$3.98M 0.52%
8,464
-311
75
$3.88M 0.5%
27,951
-1,017
1 2
3
4 5