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
$457M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$9.88M
3 +$9.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.34M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$6.07M

Top Sells

1 +$131M
2 +$8.3M
3 +$8.25M
4
CAH icon
Cardinal Health
CAH
+$7.52M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.05M

Sector Composition

1 Financials 9.61%
2 Consumer Discretionary 9.49%
3 Healthcare 7.98%
4 Consumer Staples 3.75%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-160,343
127
-85,219
128
-72,188
129
-7,397
130
-141,697
131
-221,872
132
0
133
-252,028