MLM
Mount Lucas Management Portfolio holdings
AUM
$210M
This Quarter Return
+14.25%
1 Year Return
+25.44%
3 Year Return
+67.16%
5 Year Return
+149.7%
10 Year Return
+336.34%
AUM
$340M
AUM Growth
+$340M
(-26%)
Cap. Flow
-$171M
Cap. Flow
% of AUM
-50.2%
Top 10 Holdings %
Top 10 Hldgs %
36.5%
Holding
115
New
2
Increased
64
Reduced
45
Closed
3
Top Buys
| 1 |
Kohl's
KSS
|
$1.95M |
| 2 |
Invesco
IVZ
|
$1.49M |
| 3 |
MGM Resorts International
MGM
|
$1.38M |
| 4 |
Alaska Air
ALK
|
$1.21M |
| 5 |
Principal Financial Group
PFG
|
$1.15M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 18.24% |
| 2 | Financials | 17.65% |
| 3 | Healthcare | 12.35% |
| 4 | Consumer Staples | 5.79% |
| 5 | Industrials | 4.82% |
