MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
This Quarter Return
+1.87%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$592M
AUM Growth
+$592M
(+5.6%)
Cap. Flow
-$6.85M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
43.8%
Holding
122
New
36
Increased
46
Reduced
23
Closed
16
Top Buys
| 1 |
Travelers Companies
TRV
|
$19.2M |
| 2 |
Allstate
ALL
|
$18.7M |
| 3 |
TEGNA Inc
TGNA
|
$16.2M |
| 4 |
ANDV
Andeavor
ANDV
|
$16M |
| 5 |
CHK
Chesapeake Energy Corporation
CHK
|
$15.3M |
Top Sells
| 1 |
SPLS
Staples Inc
SPLS
|
$22.9M |
| 2 |
HP
HPQ
|
$18.8M |
| 3 |
Delta Air Lines
DAL
|
$17.9M |
| 4 |
Valero Energy
VLO
|
$17.2M |
| 5 |
Assurant
AIZ
|
$16.1M |
Sector Composition
| 1 | Energy | 22.08% |
| 2 | Financials | 17.75% |
| 3 | Consumer Discretionary | 7.92% |
| 4 | Consumer Staples | 7.02% |
| 5 | Industrials | 5.68% |
