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
51
$2.41M 0.81%
9,665
-3,360
52
$2.4M 0.8%
27,701
+20,869
53
$2.39M 0.8%
69,633
+24,476
54
$2.39M 0.8%
108,252
+35,811
55
$2.37M 0.79%
+5,305
56
$2.37M 0.79%
+15,005
57
$2.32M 0.78%
36,270
-4,903
58
$2.3M 0.77%
17,539
-27,181
59
$2.29M 0.77%
67,124
-84,675
60
$2.28M 0.76%
10,255
-1,367
61
$2.26M 0.75%
10,895
-5,269
62
$2.24M 0.75%
38,941
-51,490
63
$2.22M 0.74%
+51,952
64
$2.19M 0.73%
30,458
-6,243
65
$2.18M 0.73%
62,209
-50,042
66
$2.03M 0.68%
26,795
-5,243
67
$2.01M 0.67%
+5,867
68
$1.99M 0.66%
26,303
-35,049
69
$1.97M 0.66%
+52,100
70
$1.63M 0.55%
23,515
-9,900
71
$1.46M 0.49%
+105,300
72
$1.2M 0.4%
47,387
+12,113
73
$1.2M 0.4%
+29,722
74
$1.2M 0.4%
+13,009
75
$1.2M 0.4%
28,175
-1,242
1 2
3
4 5