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
$112M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.64M
3
+$962K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$472K
5
AMT icon
American Tower
AMT
+$456K

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.49M

Sector Composition

1 Technology 9.59%
2 Industrials 9.36%
3 Financials 4.93%
4 Healthcare 3.73%
5 Utilities 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.07%
15,714
+28
27
$1.11M 0.99%
6,836
+12
28
$1.1M 0.99%
9,583
+22
29
$1.1M 0.98%
9,602
+1,015
30
$1.01M 0.91%
24,884
-130
31
$939K 0.84%
9,869
+10
32
$888K 0.79%
6,686
+34
33
$885K 0.79%
13,578
-35,793
34
$882K 0.79%
10,604
+47
35
$867K 0.78%
37,500
+160
36
$866K 0.77%
10,460
+65
37
$843K 0.75%
4,694
+41
38
$817K 0.73%
2,148
-89
39
$786K 0.7%
9,694
-7
40
$679K 0.61%
3,508
+1,252
41
$668K 0.6%
7,984
-7,731
42
$666K 0.6%
12,919
+84
43
$653K 0.58%
5,805
+408
44
$590K 0.53%
9,828
+450
45
$589K 0.53%
7,230
+672
46
$588K 0.53%
1,320
+9
47
$575K 0.51%
7,258
+60
48
$569K 0.51%
3,374
-14
49
$559K 0.5%
10,162
+115
50
$549K 0.49%
3,946
+400
1
2
3 4