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
151
$499K 0.06%
+10,497
152
$491K 0.06%
+3,453
153
$487K 0.06%
4,824
154
$476K 0.06%
1,921
155
$476K 0.06%
7,960
156
$468K 0.06%
3,041
157
$437K 0.06%
12,789
158
$410K 0.05%
3,760
-27,515
159
$387K 0.05%
2,340
160
$381K 0.05%
12,809
161
$378K 0.05%
+9,815
162
$370K 0.05%
11,462
163
$365K 0.05%
12,455
-113,816
164
$360K 0.05%
3,890
165
$350K 0.05%
+6,374
166
$348K 0.05%
13,827
167
$346K 0.04%
+7,830
168
$343K 0.04%
5,756
169
$331K 0.04%
11,493
170
$330K 0.04%
5,162
171
$326K 0.04%
+1,921
172
$326K 0.04%
8,216
173
$324K 0.04%
23,402
174
$310K 0.04%
2,798
175
$305K 0.04%
8,497
5 6
7
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