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
$104M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.51M
3
+$2.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.94M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.81M

Top Sells

1
+$2.71M
2
+$2.67M
3
+$2.48M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.2M
5
IDU icon
iShares US Utilities ETF
IDU
+$2.06M

Sector Composition

1 Industrials 8.93%
2 Technology 8.36%
3 Financials 4.91%
4 Healthcare 4.84%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.04%
12,794
+127
27
$984K 0.95%
9,466
-16
28
$945K 0.91%
24,614
+40
29
$929K 0.9%
3,095
+1
30
$919K 0.89%
8,266
-28
31
$902K 0.87%
3,346
+1,020
32
$856K 0.83%
4,579
+148
33
$845K 0.82%
10,485
+2,914
34
$829K 0.8%
10,341
+80
35
$781K 0.75%
9,878
-1,774
36
$768K 0.74%
19,360
+8,163
37
$748K 0.72%
6,610
-3,097
38
$737K 0.71%
+1,931
39
$580K 0.56%
10,794
+564
40
$554K 0.53%
1,297
+38
41
$544K 0.53%
3,405
+1,469
42
$529K 0.51%
9,846
+100
43
$507K 0.49%
7,124
+2,996
44
$490K 0.47%
+6,619
45
$480K 0.46%
2,204
+3
46
$458K 0.44%
+29,654
47
$453K 0.44%
5,542
+78
48
$444K 0.43%
5,501
-53
49
$442K 0.43%
4,960
+1,500
50
$442K 0.43%
+24,690
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