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
51
$4.22M 0.76%
159,051
-35,647
52
$4.21M 0.76%
77,088
-13,539
53
$4.19M 0.76%
116,147
-18,478
54
$4.18M 0.75%
166,174
-19,961
55
$4.16M 0.75%
88,819
+72,297
56
$4.11M 0.74%
177,229
+145,019
57
$4.1M 0.74%
80,211
+64,971
58
$4.09M 0.74%
69,629
-8,823
59
$4.01M 0.72%
141,292
-25,859
60
$3.94M 0.71%
94,144
-20,977
61
$3.26M 0.59%
40,219
+34,165
62
$3.2M 0.58%
143,949
+122,803
63
$3.17M 0.57%
78,393
+66,422
64
$3.15M 0.57%
62,046
+52,781
65
$3.15M 0.57%
27,052
+22,990
66
$3.06M 0.55%
41,154
-2,835
67
$2.83M 0.51%
22,892
+19,158
68
$2.81M 0.51%
26,366
+22,870
69
$2.79M 0.5%
+164,253
70
$2.73M 0.49%
30,794
+25,140
71
$2.73M 0.49%
57,093
+46,652
72
$2.73M 0.49%
53,092
+43,164
73
$2.59M 0.47%
28,935
-1,880
74
$2.59M 0.47%
17,517
-19,993
75
$2.57M 0.46%
+21,174
1 2
3
4 5