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
$122M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.95M
3
+$3.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.76M

Top Sells

1
+$7.32M
2
+$3.23M
3
+$1.99M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.96M
5
WEC icon
WEC Energy
WEC
+$1.54M

Sector Composition

1 Technology 17.13%
2 Industrials 10.13%
3 Financials 5.98%
4 Healthcare 3.8%
5 Real Estate 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 1.01%
6,820
+241
27
$1.23M 1%
3,151
-1,219
28
$1.15M 0.94%
3,350
-1,344
29
$1.14M 0.93%
25,109
+225
30
$1.11M 0.91%
9,768
+4,255
31
$1.1M 0.9%
9,678
-3,163
32
$1.08M 0.88%
+5,079
33
$1.08M 0.88%
3,682
-4,394
34
$1.02M 0.83%
10,737
+133
35
$928K 0.76%
6,673
-13
36
$927K 0.76%
191,080
-139,920
37
$917K 0.75%
9,946
+363
38
$894K 0.73%
10,506
+8,746
39
$883K 0.72%
7,301
+3,562
40
$877K 0.72%
5,563
-4,039
41
$872K 0.71%
3,617
+109
42
$856K 0.7%
4,867
-11,316
43
$843K 0.69%
9,937
+243
44
$778K 0.64%
12,999
+80
45
$716K 0.58%
7,806
-35,239
46
$714K 0.58%
8,226
+242
47
$703K 0.57%
2,157
+9
48
$676K 0.55%
1,345
+25
49
$637K 0.52%
2,772
+709
50
$636K 0.52%
3,098
+21
1
2
3 4