MLM

Mount Lucas Management Portfolio holdings

AUM $222M
1-Year Est. Return 17.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$562M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$15.1M
3
+$14.2M
4
NAVI icon
Navient
NAVI
+$11.9M
5
ADM icon
Archer Daniels Midland
ADM
+$11.8M

Top Sells

1
+$40.1M
2
+$25.2M
3
+$19.1M
4
ANDV
Andeavor
ANDV
+$18.5M
5
MET icon
MetLife
MET
+$16.2M

Sector Composition

1 Consumer Discretionary 17.14%
2 Financials 15.1%
3 Energy 11.88%
4 Consumer Staples 8.59%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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