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
$177M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.08M
3
+$2.11M
4
GLD icon
SPDR Gold Trust
GLD
+$2.06M
5
IDU icon
iShares US Utilities ETF
IDU
+$1.99M

Top Sells

1
+$4.26M
2
+$4.25M
3
+$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.2M

Sector Composition

1 Technology 13.48%
2 Industrials 8.68%
3 Financials 5.88%
4 Healthcare 5.16%
5 Real Estate 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.05%
+25,775
27
$1.85M 1.04%
4,297
+256
28
$1.78M 1%
11,603
+598
29
$1.77M 1%
8,320
+279
30
$1.76M 0.99%
11,490
+266
31
$1.72M 0.97%
15,237
+610
32
$1.58M 0.89%
37,130
+1,190
33
$1.58M 0.89%
12,536
+376
34
$1.56M 0.88%
18,941
+515
35
$1.47M 0.83%
6,460
+323
36
$1.46M 0.82%
12,799
+483
37
$1.44M 0.81%
14,079
+439
38
$1.41M 0.79%
2,930
+142
39
$1.26M 0.71%
5,178
+313
40
$1.22M 0.69%
11,927
-537
41
$1.19M 0.67%
31,992
+1,466
42
$1.19M 0.67%
10,925
+428
43
$1.19M 0.67%
10,790
-38
44
$1.16M 0.66%
3,719
+191
45
$1.15M 0.65%
11,008
+314
46
$1.1M 0.62%
22,060
-2,161
47
$1.1M 0.62%
4,302
+259
48
$1.08M 0.61%
22,270
+980
49
$1.08M 0.61%
11,414
+251
50
$1.07M 0.61%
5,459
+278
1
2
3 4 5