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
126
$1.93M 0.25%
37,135
-894
127
$1.93M 0.25%
14,671
-534
128
$1.92M 0.25%
25,390
129
$1.91M 0.25%
+20,809
130
$1.9M 0.25%
+22,390
131
$1.86M 0.24%
7,588
-278
132
$1.83M 0.24%
+41,410
133
$1.71M 0.22%
17,955
-653
134
$1.7M 0.22%
117,984
-4,276
135
$1.58M 0.21%
71,525
-72,055
136
$1.36M 0.18%
6,143
137
$1.32M 0.17%
+28,797
138
$929K 0.12%
11,573
139
$858K 0.11%
6,433
140
$827K 0.11%
16,277
141
$817K 0.11%
9,292
-17,771
142
$797K 0.1%
28,324
143
$771K 0.1%
6,738
144
$751K 0.1%
2,198
145
$746K 0.1%
36,984
146
$710K 0.09%
8,209
-7,075
147
$699K 0.09%
12,112
148
$609K 0.08%
1,888
149
$566K 0.07%
17,230
150
$519K 0.07%
12,829
-15,745
4 5
6
7 8