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
51
$3.56M 0.71%
60,308
+164
52
$3.51M 0.7%
85,445
-10,604
53
$3.5M 0.7%
115,260
-6,327
54
$3.5M 0.7%
92,972
+91
55
$3.48M 0.69%
128,438
-10,482
56
$3.42M 0.68%
36,847
-942
57
$3.29M 0.66%
14,319
-4,938
58
$3.24M 0.65%
+112,149
59
$3.19M 0.63%
+70,753
60
$2.22M 0.44%
+106,875
61
$1.83M 0.36%
+31,226
62
$1.77M 0.35%
14,141
-5,161
63
$1.61M 0.32%
46,849
-16,860
64
$1.61M 0.32%
18,579
-6,768
65
$1.58M 0.31%
18,565
-6,747
66
$1.54M 0.31%
11,693
-3,686
67
$1.53M 0.3%
7,298
-2,658
68
$1.53M 0.3%
10,756
-3,373
69
$1.51M 0.3%
27,419
-8,611
70
$1.51M 0.3%
32,273
-11,744
71
$1.49M 0.3%
11,320
-4,141
72
$1.49M 0.3%
6,161
-1,994
73
$1.48M 0.29%
20,677
-7,501
74
$1.47M 0.29%
+58,872
75
$1.45M 0.29%
9,869
-3,147
1 2
3
4 5