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
$203M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.58M
3
+$4.26M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.25M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.14M

Top Sells

1
+$4.43M
2
+$4.36M
3
+$4.13M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.79M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.99M

Sector Composition

1 Technology 15.51%
2 Industrials 8.02%
3 Financials 6.02%
4 Healthcare 5.32%
5 Real Estate 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.98%
14,627
+786
27
$1.97M 0.97%
19,913
+497
28
$1.93M 0.95%
35,940
+1,190
29
$1.85M 0.91%
18,426
+536
30
$1.84M 0.91%
12,160
+334
31
$1.83M 0.9%
13,640
+519
32
$1.78M 0.88%
11,005
+623
33
$1.78M 0.88%
4,041
+263
34
$1.78M 0.88%
11,224
+418
35
$1.75M 0.86%
6,137
+314
36
$1.74M 0.86%
3,893
+162
37
$1.68M 0.83%
12,316
+556
38
$1.61M 0.79%
2,788
+181
39
$1.4M 0.69%
10,694
+369
40
$1.38M 0.68%
3,528
+186
41
$1.35M 0.67%
30,526
+1,609
42
$1.34M 0.66%
21,290
+1,110
43
$1.34M 0.66%
12,464
-6,568
44
$1.31M 0.64%
10,828
-14,568
45
$1.24M 0.61%
10,497
+480
46
$1.23M 0.61%
11,163
+338
47
$1.22M 0.6%
24,221
-1,835
48
$1.18M 0.58%
4,865
+319
49
$1.17M 0.58%
1,535
+44
50
$1.15M 0.57%
5,181
+307
1
2
3 4 5