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
$92.9M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.25M
3
+$2.01M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.91M

Top Sells

1
+$2.69M
2
+$2.46M
3
+$2.16M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.43M
5
AET
Aetna Inc
AET
+$986K

Sector Composition

1 Healthcare 6.61%
2 Industrials 6.41%
3 Technology 5.42%
4 Financials 4.28%
5 Utilities 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$868K 0.93%
24,574
-258
27
$851K 0.92%
9,235
-58
28
$844K 0.91%
9,482
-145
29
$832K 0.9%
6,017
-266
30
$824K 0.89%
4,234
-42
31
$810K 0.87%
3,094
-143
32
$807K 0.87%
11,652
-37
33
$783K 0.84%
+15,496
34
$773K 0.83%
5,040
-193
35
$749K 0.81%
15,650
-29,872
36
$689K 0.74%
16,626
-122
37
$669K 0.72%
10,261
-186
38
$663K 0.71%
4,431
-150
39
$650K 0.7%
10,607
-344
40
$589K 0.63%
3,133
-14
41
$570K 0.61%
2,326
-96
42
$520K 0.56%
7,571
-133
43
$495K 0.53%
1,259
-27
44
$480K 0.52%
10,230
-191
45
$446K 0.48%
2,201
-5
46
$443K 0.48%
33,611
-444
47
$440K 0.47%
9,746
-77
48
$439K 0.47%
+4,211
49
$433K 0.47%
12,314
-108
50
$430K 0.46%
10,077
-201
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