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
$505M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$101M
2 +$21.8M
3 +$10.5M
4
WDC icon
Western Digital
WDC
+$7.19M
5
WBA
Walgreens Boots Alliance
WBA
+$5.82M

Sector Composition

1 Financials 9.68%
2 Consumer Discretionary 4.53%
3 Technology 3.82%
4 Healthcare 3.08%
5 Real Estate 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,084
77
-43,630
78
-127,168
79
-228,671
80
-393,636
81
-309,696