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
101
$3.13M 0.41%
10,062
-367
102
$3.12M 0.4%
23,503
+6,255
103
$3.07M 0.4%
7,565
-276
104
$2.98M 0.39%
35,633
-1,297
105
$2.94M 0.38%
83,896
-3,048
106
$2.92M 0.38%
44,683
-1,629
107
$2.89M 0.37%
77,120
-2,814
108
$2.87M 0.37%
+51,694
109
$2.85M 0.37%
47,285
-1,714
110
$2.83M 0.37%
29,291
+882
111
$2.72M 0.35%
45,407
-1,655
112
$2.65M 0.34%
42,304
-1,546
113
$2.64M 0.34%
+79,490
114
$2.58M 0.33%
50,500
115
$2.56M 0.33%
24,877
-433
116
$2.54M 0.33%
43,803
+2,457
117
$2.51M 0.33%
44,536
-1,620
118
$2.38M 0.31%
+77,734
119
$2.37M 0.31%
+21,074
120
$2.32M 0.3%
+33,593
121
$2.24M 0.29%
47,897
-1,749
122
$2.19M 0.28%
+59,937
123
$2.06M 0.27%
+71,561
124
$2.01M 0.26%
+20,298
125
$1.94M 0.25%
31,104
+12,616
3 4
5
6 7