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
$127M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.67M
3
+$2.57M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.06M

Top Sells

1
+$9.76M
2
+$5.36M
3
+$3.77M
4
LRCX icon
Lam Research
LRCX
+$2.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.2M

Sector Composition

1 Technology 15.26%
2 Industrials 11.24%
3 Financials 4.66%
4 Healthcare 4.02%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.96%
+24,206
27
$1.21M 0.95%
16,895
+548
28
$1.21M 0.95%
3,303
+79
29
$1.2M 0.94%
19,801
-62,262
30
$1.16M 0.91%
12,342
+691
31
$1.08M 0.85%
10,245
+272
32
$1.08M 0.85%
3,499
+87
33
$1.04M 0.82%
9,054
-383
34
$999K 0.79%
11,417
+449
35
$977K 0.77%
7,637
+303
36
$963K 0.76%
10,991
+951
37
$950K 0.75%
7,083
+218
38
$931K 0.73%
212,080
+12,680
39
$923K 0.73%
3,912
+160
40
$919K 0.72%
26,166
+740
41
$862K 0.68%
+7,010
42
$830K 0.65%
9,081
+424
43
$828K 0.65%
61,590
-188,950
44
$823K 0.65%
10,870
+264
45
$816K 0.64%
13,643
+371
46
$805K 0.63%
8,195
+3,069
47
$798K 0.63%
3,085
+158
48
$776K 0.61%
1,427
+46
49
$743K 0.59%
+9,392
50
$742K 0.58%
7,102
-413
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2
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