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
$189M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$4.04M
2 +$3.98M
3 +$3.92M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.85M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.78M

Top Sells

1 +$4.08M
2 +$2.58M
3 +$2.44M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.62M
5
GLD icon
SPDR Gold Trust
GLD
+$1.61M

Sector Composition

1 Technology 14.04%
2 Industrials 7.15%
3 Financials 6.86%
4 Healthcare 4.96%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.83M 0.97%
17,871
+45
27
$1.78M 0.95%
+27,258
28
$1.77M 0.94%
11,832
-70
29
$1.72M 0.91%
+21,805
30
$1.71M 0.91%
+4,779
31
$1.7M 0.9%
+15,169
32
$1.68M 0.89%
+11,613
33
$1.67M 0.89%
+10,352
34
$1.66M 0.88%
10,262
+28
35
$1.63M 0.86%
18,947
+258
36
$1.61M 0.85%
10,753
-76
37
$1.59M 0.84%
18,481
-29,955
38
$1.57M 0.84%
11,856
-5,581
39
$1.51M 0.8%
7,723
+28
40
$1.38M 0.73%
27,214
-1,081
41
$1.37M 0.73%
5,728
+7
42
$1.33M 0.71%
11,471
+575
43
$1.33M 0.71%
3,695
+6
44
$1.33M 0.7%
10,791
-68
45
$1.32M 0.7%
11,706
-101
46
$1.28M 0.68%
4,729
+53
47
$1.28M 0.68%
7,772
-67
48
$1.27M 0.67%
3,673
+49
49
$1.25M 0.66%
1,490
-20
50
$1.24M 0.66%
28,455
+250