MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
1-Year Return
20.36%
This Quarter Return
+0.03%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$111M
AUM Growth
+$1.47M
(+1.3%)
Cap. Flow
+$3.46M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
43.38%
Holding
383
New
24
Increased
131
Reduced
78
Closed
45
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.19M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$2.47M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$2.44M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.08M |
| 5 |
RTN
Raytheon Company
RTN
|
$1.07M |
Top Sells
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.75M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.44M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$2.35M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.32M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$710K |
Sector Composition
| 1 | Industrials | 8.46% |
| 2 | Financials | 8.2% |
| 3 | Technology | 7.31% |
| 4 | Healthcare | 4.9% |
| 5 | Consumer Staples | 2.78% |