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
$478M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.68%
2 Consumer Discretionary 5.34%
3 Technology 3.96%
4 Healthcare 2.75%
5 Real Estate 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$923K 0.19%
+17,019
77
0