MLM

Mount Lucas Management Portfolio holdings

AUM $226M
1-Year Est. Return 25.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$2.76M
3
+$2.68M
4
CTAS icon
Cintas
CTAS
+$2.58M
5
RSG icon
Republic Services
RSG
+$2.58M

Top Sells

1
+$13M
2
+$5.7M
3
+$3.81M
4
BSX icon
Boston Scientific
BSX
+$3.04M
5
AZO icon
AutoZone
AZO
+$3M

Sector Composition

1 Financials 24.72%
2 Industrials 11.3%
3 Consumer Discretionary 6.77%
4 Healthcare 5.04%
5 Technology 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.2K 0.01%
+100
152
$8.1K ﹤0.01%
+120
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4 5 6
7
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