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
$575M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.5M
3
+$5.43M
4
ECH icon
iShares MSCI Chile ETF
ECH
+$4.84M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$4.79M

Top Sells

1
+$15.3M
2
+$10.4M
3
+$4.05M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.8M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.41M

Sector Composition

1 Consumer Discretionary 15.16%
2 Financials 14.71%
3 Energy 10.97%
4 Consumer Staples 9%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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163
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