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
$192M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.37M
3
+$3.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.75M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.55M

Top Sells

1
+$19.4M
2
+$14M
3
+$4.98M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$4.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.63M

Sector Composition

1 Technology 14.15%
2 Industrials 7.44%
3 Financials 6.75%
4 Healthcare 4.41%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.92%
11,902
+934
27
$1.69M 0.88%
7,695
+3,633
28
$1.62M 0.85%
+44,199
29
$1.61M 0.84%
+9,743
30
$1.6M 0.83%
+19,430
31
$1.59M 0.83%
18,689
+11,859
32
$1.58M 0.82%
10,234
+4,287
33
$1.58M 0.82%
+13,760
34
$1.58M 0.82%
+51,877
35
$1.58M 0.82%
+9,957
36
$1.57M 0.82%
+29,120
37
$1.56M 0.81%
+9,417
38
$1.52M 0.79%
5,721
+2,309
39
$1.52M 0.79%
10,829
+789
40
$1.5M 0.78%
7,839
-18,945
41
$1.44M 0.75%
+28,295
42
$1.37M 0.71%
3,624
+882
43
$1.34M 0.7%
3,689
-9,329
44
$1.32M 0.69%
1,510
+129
45
$1.28M 0.67%
+10,859
46
$1.28M 0.67%
10,896
+5,134
47
$1.27M 0.66%
11,807
-4,540
48
$1.21M 0.63%
28,205
+2,779
49
$1.14M 0.6%
4,676
+2,257
50
$1.14M 0.59%
9,842
+1,185
1
2
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