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
$548M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.3M
3
+$12.1M
4
GLW icon
Corning
GLW
+$12.1M
5
LUMN icon
Lumen
LUMN
+$11.8M

Top Sells

1
+$65.4M
2
+$16.1M
3
+$13.8M
4
HIG icon
Hartford Financial Services
HIG
+$12.8M
5
F icon
Ford
F
+$12M

Sector Composition

1 Financials 19.31%
2 Consumer Discretionary 13.64%
3 Consumer Staples 8.89%
4 Communication Services 4.99%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.53%
40,764
-987
52
$2.95M 0.52%
+43,861
53
$2.95M 0.52%
+32,837
54
$2.94M 0.52%
+46,034
55
$2.93M 0.52%
+13,704
56
$2.91M 0.52%
+19,753
57
$2.88M 0.51%
+90,831
58
$2.88M 0.51%
+21,134
59
$2.87M 0.51%
+49,651
60
$2.87M 0.51%
+58,559
61
$2.87M 0.51%
40,568
-3,094
62
$2.85M 0.51%
22,810
-31,243
63
$2.75M 0.49%
23,810
-537
64
$2.74M 0.49%
21,714
-505
65
$2.62M 0.47%
180,932
-28,538
66
$2.53M 0.45%
11,345
-17,049
67
$2.46M 0.44%
45,045
-1,145
68
$2.45M 0.44%
132,510
+12,461
69
$2.42M 0.43%
19,285
-1,470
70
$2.18M 0.39%
+113,029
71
$1.51M 0.27%
80,719
-10,581
72
$1.24M 0.22%
31,555
-633
73
$1.15M 0.21%
20,503
+4,019
74
$1.14M 0.2%
27,217
+2,946
75
$1.13M 0.2%
28,530
+3,958
1 2
3
4 5