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
$278M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$5.85M
3
+$3.58M
4
AAL icon
American Airlines Group
AAL
+$3.42M
5
UAL icon
United Airlines
UAL
+$3.15M

Top Sells

1
+$26.2M
2
+$20.8M
3
+$3.86M
4
NUE icon
Nucor
NUE
+$3.84M
5
FANG icon
Diamondback Energy
FANG
+$3.57M

Sector Composition

1 Energy 16.86%
2 Consumer Discretionary 12.22%
3 Healthcare 12.05%
4 Financials 6.73%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 0.94%
+6,326
27
$2.76M 0.92%
28,971
-31,616
28
$2.73M 0.91%
27,090
-3,010
29
$2.72M 0.91%
17,318
-2,527
30
$2.72M 0.91%
16,424
-2,239
31
$2.71M 0.91%
117,733
-15,666
32
$2.7M 0.9%
45,929
-46,204
33
$2.67M 0.89%
15,795
-2,170
34
$2.67M 0.89%
+23,217
35
$2.66M 0.89%
+8,919
36
$2.64M 0.88%
+48,868
37
$2.63M 0.88%
24,021
-3,465
38
$2.61M 0.87%
15,616
-2,224
39
$2.61M 0.87%
+40,980
40
$2.61M 0.87%
+1,045
41
$2.59M 0.86%
+36,960
42
$2.54M 0.85%
120,546
-3,116
43
$2.53M 0.85%
+44,082
44
$2.53M 0.85%
+65,572
45
$2.52M 0.84%
+17,088
46
$2.49M 0.83%
148,509
-191,343
47
$2.46M 0.82%
+33,778
48
$2.45M 0.82%
+20,213
49
$2.43M 0.81%
69,092
-642
50
$2.42M 0.81%
+7,987
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