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
$206M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.39M
3
+$1.99M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.23M

Top Sells

1
+$2.72M
2
+$2.37M
3
+$1.67M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.47M
5
WEC icon
WEC Energy
WEC
+$822K

Sector Composition

1 Technology 15.88%
2 Industrials 7.39%
3 Financials 6.36%
4 Healthcare 5.17%
5 Real Estate 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.03%
25,530
-1,599
27
$2.04M 0.99%
11,826
-6
28
$2.02M 0.98%
17,890
+19
29
$1.99M 0.97%
11,449
-15,652
30
$1.97M 0.96%
14,013
-16,798
31
$1.96M 0.95%
22,198
+393
32
$1.96M 0.95%
7,772
+49
33
$1.9M 0.92%
12,806
+1,193
34
$1.8M 0.88%
10,806
+53
35
$1.73M 0.84%
5,823
+95
36
$1.67M 0.81%
19,416
+469
37
$1.6M 0.78%
11,760
+54
38
$1.5M 0.73%
10,325
+63
39
$1.48M 0.72%
2,607
+58
40
$1.44M 0.7%
3,731
+36
41
$1.44M 0.7%
16,844
-1,637
42
$1.41M 0.69%
10,017
+143
43
$1.41M 0.68%
10,382
+215
44
$1.36M 0.66%
1,491
+1
45
$1.34M 0.65%
20,180
+710
46
$1.34M 0.65%
3,778
+105
47
$1.32M 0.64%
26,056
-1,158
48
$1.26M 0.61%
8,098
+326
49
$1.25M 0.61%
3,342
+59
50
$1.25M 0.61%
10,825
+34
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