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
$554M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$10.3M
3
+$10.1M
4
F icon
Ford
F
+$9.96M
5
LNC icon
Lincoln National
LNC
+$9.91M

Top Sells

1
+$12.2M
2
+$12.2M
3
+$11.1M
4
AIZ icon
Assurant
AIZ
+$10.3M
5
GM icon
General Motors
GM
+$9.99M

Sector Composition

1 Financials 17.1%
2 Consumer Discretionary 13.95%
3 Energy 5.85%
4 Technology 5.7%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.71M 1.75%
+246,007
27
$9.56M 1.72%
148,560
-190,306
28
$6.11M 1.1%
415,586
-155,500
29
$5.79M 1.04%
22,773
+8,659
30
$5.25M 0.95%
248,176
+108,256
31
$5.13M 0.93%
26,200
+11,553
32
$4.91M 0.89%
74,380
+34,550
33
$4.68M 0.84%
144,354
+5,681
34
$4.62M 0.83%
149,506
+3,451
35
$4.6M 0.83%
146,593
-7,554
36
$4.59M 0.83%
127,889
+1,161
37
$4.57M 0.83%
131,215
+6,588
38
$4.55M 0.82%
52,631
-7,591
39
$4.55M 0.82%
144,919
-118
40
$4.54M 0.82%
+108,831
41
$4.54M 0.82%
193,647
-8,766
42
$4.53M 0.82%
129,418
+6,030
43
$4.51M 0.81%
116,270
-20,779
44
$4.5M 0.81%
121,699
+6,437
45
$4.44M 0.8%
131,721
+4,063
46
$4.42M 0.8%
136,293
-10,352
47
$4.4M 0.79%
90,409
-19,187
48
$4.39M 0.79%
63,578
-4,768
49
$4.33M 0.78%
98,399
-17,409
50
$4.32M 0.78%
161,950
-12,312
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