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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$7.28M
3 +$7.25M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

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
276
$6K 0.01%
+98
277
$6K 0.01%
+502
278
$6K 0.01%
+64
279
$6K 0.01%
+150
280
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+95
281
$5K ﹤0.01%
+78
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+64
283
$5K ﹤0.01%
+92
284
$5K ﹤0.01%
+638
285
$5K ﹤0.01%
+28
286
$5K ﹤0.01%
+165
287
$5K ﹤0.01%
+98
288
$5K ﹤0.01%
+42
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+79
290
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+36
292
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293
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+27
295
$4K ﹤0.01%
+72
296
0
297
$4K ﹤0.01%
+94
298
$4K ﹤0.01%
+79
299
$4K ﹤0.01%
+265
300
$3K ﹤0.01%
+48