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
76
$1.05M 0.19%
60,152
-1,347
77
$1.04M 0.19%
64,516
-1,341
78
$999K 0.18%
71,037
-1,317
79
$983K 0.17%
55,051
-1,105
80
$950K 0.17%
26,920
-574
81
$914K 0.16%
62,045
+113
82
$907K 0.16%
23,845
-596
83
$800K 0.14%
57,614
-1,105
84
$794K 0.14%
+5,932
85
$772K 0.14%
53,339
-772
86
$735K 0.13%
48,135
-1,109
87
$688K 0.12%
14,852
-32
88
$622K 0.11%
16,140
-454
89
$614K 0.11%
61,222
-430
90
$609K 0.11%
+39,441
91
$579K 0.1%
138,266
-9,353
92
$539K 0.1%
5,698
-147
93
$525K 0.09%
60,415
-1,697
94
$515K 0.09%
+15,725
95
$511K 0.09%
40,446
-871
96
$501K 0.09%
62,150
-467
97
$474K 0.08%
29,857
-503
98
$461K 0.08%
5,278
+623
99
$460K 0.08%
9,295
+1,083
100
$459K 0.08%
9,718
+1,247
2 3
4
5 6