MLM

Mount Lucas Management Portfolio holdings

AUM $222M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.7M
3
+$14.7M
4
UNM icon
Unum
UNM
+$14.3M
5
JPM icon
JPMorgan Chase
JPM
+$14M

Top Sells

1
+$15.1M
2
+$14.3M
3
+$13.8M
4
ALL icon
Allstate
ALL
+$12.9M
5
TRV icon
Travelers Companies
TRV
+$12.4M

Sector Composition

1 Financials 16.67%
2 Consumer Staples 15.45%
3 Energy 12.19%
4 Technology 10.51%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 0.85%
+80,447
27
$3.84M 0.84%
62,917
+4,361
28
$3.84M 0.84%
+10,405
29
$3.78M 0.83%
+38,294
30
$3.65M 0.8%
+75,614
31
$3.61M 0.79%
+171,346
32
$3.61M 0.79%
57,158
+4,020
33
$3.59M 0.79%
+45,333
34
$3.57M 0.78%
+41,188
35
$3.55M 0.78%
27,695
+1,881
36
$3.43M 0.75%
+50,524
37
$3.42M 0.75%
+44,507
38
$3.31M 0.73%
29,158
+1,935
39
$3.28M 0.72%
35,463
+2,535
40
$3.21M 0.71%
69,120
+2,144
41
$3.19M 0.7%
52,687
+836
42
$3.16M 0.7%
75,323
+2,797
43
$3.16M 0.69%
67,019
+5,078
44
$3.13M 0.69%
61,815
+1,249
45
$3.12M 0.68%
178,256
+11,038
46
$3.11M 0.68%
114,145
+8,473
47
$3.11M 0.68%
96,968
+4,888
48
$3.09M 0.68%
37,320
+1,115
49
$3.07M 0.68%
77,178
+4,280
50
$3.06M 0.67%
+60,953
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