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
301
$3K ﹤0.01%
+48
302
$3K ﹤0.01%
+33
303
$3K ﹤0.01%
+50
304
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305
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+84
306
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307
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+51
308
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+18
309
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+50
310
$3K ﹤0.01%
+52
311
$3K ﹤0.01%
+135
312
$3K ﹤0.01%
+1,000
313
$2K ﹤0.01%
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+42
315
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+127
316
$2K ﹤0.01%
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+24
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+291
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+81
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+86
321
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+35
322
$2K ﹤0.01%
+13
323
$2K ﹤0.01%
+34
324
$2K ﹤0.01%
+54
325
$2K ﹤0.01%
+24