MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Sells

1 +$2.66M
2 +$2.58M
3 +$2.39M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.36M
5
BMO icon
Bank of Montreal
BMO
+$635K

Sector Composition

1 Industrials 6.83%
2 Technology 6.57%
3 Healthcare 6.56%
4 Financials 6.29%
5 Utilities 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-234
252
-58
253
-68
254
-302
255
-56
256
-122
257
-228
258
-132
259
-5,352
260
-32
261
-48
262
-24
263
-1,026
264
-1,531
265
-4,123
266
-844
267
-100
268
-123
269
-83
270
-22
271
-67
272
-412
273
-2,429
274
-1,947
275
-100