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
1
$23.2M 3%
68,062
-2,474
2
$21M 2.72%
1,470,554
-32,397
3
$18.7M 2.42%
96,453
-3,513
4
$18.5M 2.39%
818,347
-3,961
5
$17.8M 2.31%
277,220
-9,560
6
$13.7M 1.78%
94,850
-3,268
7
$13.6M 1.77%
168,085
+23,110
8
$13.3M 1.73%
76,584
9
$12.1M 1.57%
42,127
-1,531
10
$11.7M 1.52%
24,356
-888
11
$11.4M 1.48%
499,995
-12,446
12
$10.6M 1.38%
92,206
-3,185
13
$10.5M 1.36%
163,200
-897
14
$10.1M 1.31%
256,083
-2,533
15
$9.68M 1.25%
81,247
-2,956
16
$9.43M 1.22%
259,069
-7,876
17
$9.42M 1.22%
77,396
-2,820
18
$9.18M 1.19%
118,115
-4,308
19
$9.1M 1.18%
75,995
-2,773
20
$8.98M 1.16%
18,506
-677
21
$8.68M 1.13%
80,976
-2,754
22
$8.17M 1.06%
177,568
23
$7.81M 1.01%
72,375
-2,626
24
$7.78M 1.01%
43,647
-1,551
25
$7.75M 1%
17,332
-1,917
1
2 3 4 5