MLM

Mount Lucas Management Portfolio holdings

AUM $222M
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$5.16M
3
+$4.68M
4
RJF icon
Raymond James Financial
RJF
+$4.56M
5
NUE icon
Nucor
NUE
+$4.51M

Top Sells

1
+$7.06M
2
+$5.61M
3
+$5.52M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.51M
5
TGT icon
Target
TGT
+$5.18M

Sector Composition

1 Financials 18.01%
2 Consumer Discretionary 14.99%
3 Technology 7.28%
4 Materials 6.96%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
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