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
76
$3.78M 0.49%
138,264
-4,638
77
$3.78M 0.49%
+48,274
78
$3.77M 0.49%
45,015
+1,161
79
$3.71M 0.48%
5,157
-188
80
$3.68M 0.48%
34,035
-1,241
81
$3.66M 0.47%
+94,922
82
$3.65M 0.47%
28,274
-1,027
83
$3.59M 0.47%
27,159
-989
84
$3.55M 0.46%
51,325
85
$3.52M 0.46%
75,167
-2,734
86
$3.48M 0.45%
14,152
-515
87
$3.48M 0.45%
32,398
+1,367
88
$3.47M 0.45%
35,474
89
$3.47M 0.45%
138,737
-4,769
90
$3.46M 0.45%
+66,172
91
$3.43M 0.45%
+18,974
92
$3.43M 0.45%
41,245
-1,307
93
$3.43M 0.44%
93,443
-3,091
94
$3.41M 0.44%
65,906
-2,080
95
$3.39M 0.44%
+53,355
96
$3.37M 0.44%
39,409
97
$3.35M 0.43%
52,481
98
$3.28M 0.42%
60,630
-2,213
99
$3.27M 0.42%
+28,695
100
$3.18M 0.41%
47,124
-1,716
2 3
4
5 6