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
$502M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.52M
3
+$3.24M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$3.19M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.75M

Top Sells

1
+$11.3M
2
+$11M
3
+$10.6M
4
XRX icon
Xerox
XRX
+$4.71M
5
SYF icon
Synchrony
SYF
+$4.51M

Sector Composition

1 Financials 8.15%
2 Technology 6.1%
3 Consumer Discretionary 3.68%
4 Real Estate 3.34%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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110
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111
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112
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5