MLM

Mount Lucas Management Portfolio holdings

AUM $210M
1-Year Est. Return 25.44%
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.52M
3
+$3.24M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.19M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.75M

Top Sells

1
+$11.3M
2
+$11M
3
+$10.6M
4
XRX icon
Xerox
XRX
+$4.71M
5
SYF icon
Synchrony
SYF
+$4.51M

Sector Composition

1 Financials 8.15%
2 Technology 6.1%
3 Consumer Discretionary 3.68%
4 Real Estate 3.34%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.47M 1.29%
58,114
-21,655
27
$6.37M 1.27%
67,918
-21,392
28
$5.96M 1.19%
100,916
-32,022
29
$5.83M 1.16%
159,389
-57,664
30
$5.79M 1.15%
39,264
-12,503
31
$5.78M 1.15%
47,934
-17,407
32
$5.72M 1.14%
101,569
-37,222
33
$5.54M 1.1%
93,870
-34,382
34
$5.04M 1%
106,511
+143
35
$5.03M 1%
53,657
-4,032
36
$5.03M 1%
43,875
+855
37
$5M 1%
124,252
-5,428
38
$4.91M 0.98%
227,830
+256
39
$4.66M 0.93%
52,985
-166
40
$4.66M 0.93%
93,412
-1,073
41
$4.64M 0.93%
100,024
+335
42
$4.14M 0.83%
121,507
+103,210
43
$4.13M 0.82%
125,492
+66,699
44
$4.11M 0.82%
101,038
-2,639
45
$4.1M 0.82%
121,068
-5,886
46
$4.06M 0.81%
124,144
-7,589
47
$4.02M 0.8%
227,465
-81,104
48
$4.01M 0.8%
136,047
-8,316
49
$3.99M 0.8%
135,812
+72,383
50
$3.77M 0.75%
79,531
+5,538
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