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
76
$1.19M 0.4%
28,822
-1,031
77
$1.08M 0.36%
767,240
78
$1.05M 0.35%
+9,888
79
$947K 0.32%
+21,931
80
$907K 0.3%
+27,956
81
$892K 0.3%
46,504
+4,066
82
$867K 0.29%
23,339
-2,051
83
$842K 0.28%
28,870
-540
84
$838K 0.28%
27,357
-1,111
85
$828K 0.28%
+18,936
86
$825K 0.28%
13,273
-1,070
87
$824K 0.28%
+43,750
88
$804K 0.27%
17,092
+1,774
89
$797K 0.27%
+12,578
90
$792K 0.26%
+34,347
91
$788K 0.26%
46,394
-37,643
92
$781K 0.26%
6,827
+439
93
$768K 0.26%
24,124
-363
94
$759K 0.25%
26,250
-559
95
$744K 0.25%
19,317
-805
96
$743K 0.25%
36,585
+2,309
97
$733K 0.25%
25,650
-1,277
98
$732K 0.24%
16,917
-1,094
99
$729K 0.24%
+33,494
100
$724K 0.24%
20,440
+1,616
2 3
4
5 6