MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
This Quarter Return
+5.52%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$502M
AUM Growth
+$502M
(-2%)
Cap. Flow
-$28M
Cap. Flow
% of AUM
-5.58%
Top 10 Holdings %
Top 10 Hldgs %
34.78%
Holding
173
New
30
Increased
25
Reduced
87
Closed
29
Top Buys
| 1 |
Hewlett Packard
HPE
|
$10.5M |
| 2 |
Carnival Corp
CCL
|
$10.3M |
| 3 |
Aflac
AFL
|
$9.97M |
| 4 |
Marathon Petroleum
MPC
|
$9.82M |
| 5 |
Best Buy
BBY
|
$9.81M |
Top Sells
| 1 |
Prudential Financial
PRU
|
$13.8M |
| 2 |
AT&T
T
|
$13.7M |
| 3 |
Navient
NAVI
|
$13.5M |
| 4 |
Transocean
RIG
|
$12.5M |
| 5 |
Archer Daniels Midland
ADM
|
$12.1M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Consumer Discretionary | 11.16% |
| 3 | Technology | 7.71% |
| 4 | Energy | 5.99% |
| 5 | Industrials | 4.98% |
