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MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
+4.43%
1 Year Est. Return
+28.89%
3 Year Est. Return
+90.16%
5 Year Est. Return
+111.71%
10 Year Est. Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow %
97.13%
Top 10 Hldgs %
43.06%
Holding
353
New
348
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$7.37M
2
IWB icon
iShares Russell 1000 ETF
IWB
+$7.3M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.28M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.62M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 8.27%
2 Financials 8.01%
3 Technology 6.48%
4 Healthcare 5.22%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCS icon
226
Barclays
BCS
$92.7B
$12K 0.01%
+1,151
New +$11.2K
BUD icon
227
AB InBev
BUD
$167B
$12K 0.01%
+105
New +$12.4K
F icon
228
Ford
F
$58.5B
$12K 0.01%
+1,000
New +$12.3K
IVE icon
229
iShares S&P 500 Value ETF
IVE
$49B
$12K 0.01%
+101
New +$11.2K
TRV icon
230
Travelers Companies
TRV
$78.1B
$12K 0.01%
+86
New +$11.3K
VONG icon
231
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
$12K 0.01%
+356
New +$12K
VONV icon
232
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$12K 0.01%
+224
New +$11.9K
ADBE icon
233
Adobe
ADBE
$99.5B
$11K 0.01%
+63
New +$10.8K
BND icon
234
Vanguard Total Bond Market
BND
$157B
– –
0
– –
HR icon
235
Healthcare Realty
HR
$7.28B
$11K 0.01%
+363
New +$11K
PII icon
236
Polaris
PII
$3.82B
$11K 0.01%
+86
New +$10.2K
STZ icon
237
Constellation Brands
STZ
$22.2B
$11K 0.01%
+50
New +$10.8K
THG icon
238
Hanover Insurance
THG
$8.1B
$11K 0.01%
+100
New +$10.3K
UBS icon
239
UBS Group
UBS
$173B
$11K 0.01%
+600
New +$10.4K
ABMD
240
DELISTED
Abiomed Inc
ABMD
$11K 0.01%
+58
New +$10.8K
ACN icon
241
Accenture
ACN
$102B
$10K 0.01%
+67
New +$9.71K
MDT icon
242
Medtronic
MDT
$109B
$10K 0.01%
+130
New +$10.4K
NEAR icon
243
iShares Short Maturity Bond ETF
NEAR
$4.83B
$10K 0.01%
+203
New +$10.2K
NEE icon
244
NextEra Energy
NEE
$181B
$10K 0.01%
+264
New +$10.2K
USMV icon
245
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$10K 0.01%
+182
New +$9.44K
VDC icon
246
Vanguard Consumer Staples ETF
VDC
$7.97B
$10K 0.01%
+68
New +$9.59K
YUM icon
247
Yum! Brands
YUM
$42.2B
$10K 0.01%
+119
New +$9.41K
TSS
248
DELISTED
Total System Services, Inc.
TSS
$10K 0.01%
+123
New +$8.94K
HCI icon
249
HCI Group
HCI
$2.23B
$9K 0.01%
+309
New +$10.3K
IJR icon
250
iShares Core S&P Small-Cap ETF
IJR
$109B
$9K 0.01%
+118
New +$8.89K
8 9
10
11 12

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AFWM
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ATFA
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SGA
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FMTC
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EA
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Midwest Professional Planners Ltd (MPPL)'s Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Midwest Professional Planners Ltd (MPPL), which disclosed 353 positions worth $110M. Its ten largest holdings account for 43% of the portfolio.

Its largest position is State Street SPDR Bloomberg Convertible Securities ETF: 143,236 shares worth $7.25M.

By sector, the portfolio is most concentrated in Industrials at 8.3% of assets, followed by Financials and Technology.

  • Midwest Professional Planners Ltd (MPPL)'s largest Q4 2017 buy was State Street SPDR Bloomberg Convertible Securities ETF: 143,236 shares worth $7.25M.
  • Midwest Professional Planners Ltd (MPPL)'s ten largest holdings make up 43% of its $110M portfolio in Q4 2017.
  • Midwest Professional Planners Ltd (MPPL) disclosed 353 positions in Q4 2017, its first 13F filing on record.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q4 2017, filed 13 Feb 2018.