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 Buys

1
+$6.58M
2
+$3.54M
3
+$2.34M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.21M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.18M

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
26
$986K 0.91%
4,859
+142
27
$956K 0.88%
24,832
+981
28
$889K 0.82%
8,234
+137
29
$886K 0.81%
4,276
+110
30
$879K 0.81%
9,293
+4,814
31
$870K 0.8%
9,627
+416
32
$827K 0.76%
6,781
+4,475
33
$827K 0.76%
4,581
+94
34
$780K 0.72%
10,951
+386
35
$780K 0.72%
11,689
+1,811
36
$769K 0.71%
2,422
-1,381
37
$769K 0.71%
10,447
+483
38
$700K 0.64%
16,748
+6,779
39
$682K 0.63%
6,404
+238
40
$668K 0.61%
7,704
+275
41
$606K 0.56%
1,286
+28
42
$542K 0.5%
12,017
+4,834
43
$536K 0.49%
3,147
+150
44
$529K 0.49%
5,570
+251
45
$515K 0.47%
5,167
+715
46
$506K 0.46%
9,823
+250
47
$505K 0.46%
34,055
-26,125
48
$493K 0.45%
10,421
+205
49
$486K 0.45%
5,716
+649
50
$482K 0.44%
1,363
+1,104
1
2
3 4 5