MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $380M
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
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%
+142
277
$6K 0.01%
+150
278
$6K 0.01%
+95
279
$6K 0.01%
+502
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$5K ﹤0.01%
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+78
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+64
284
$5K ﹤0.01%
+92
285
$5K ﹤0.01%
+638
286
$5K ﹤0.01%
+28
287
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+165
288
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+42
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292
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+52
295
0
296
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+94
297
$4K ﹤0.01%
+79
298
$4K ﹤0.01%
+265
299
$4K ﹤0.01%
+37
300
$3K ﹤0.01%
+32