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
$168M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.37M
3
+$1.97M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.92M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.87M

Top Sells

1
+$3.99M
2
+$3.82M
3
+$3.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.12M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.11M

Sector Composition

1 Technology 13.44%
2 Industrials 9.16%
3 Financials 6.07%
4 Healthcare 5.34%
5 Real Estate 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.05%
13,167
+631
27
$1.73M 1.03%
21,169
+779
28
$1.71M 1.02%
8,754
+434
29
$1.69M 1.01%
16,214
+977
30
$1.68M 1%
12,477
+874
31
$1.61M 0.96%
28,667
-56,155
32
$1.51M 0.9%
34,120
-30,392
33
$1.51M 0.9%
3,198
+268
34
$1.51M 0.9%
13,450
+651
35
$1.44M 0.86%
6,876
+416
36
$1.42M 0.84%
38,650
+1,520
37
$1.39M 0.83%
19,729
+788
38
$1.31M 0.78%
33,753
+1,761
39
$1.26M 0.75%
5,593
+415
40
$1.23M 0.73%
14,784
+705
41
$1.16M 0.69%
3,969
+250
42
$1.13M 0.68%
11,812
-115
43
$1.12M 0.67%
11,569
+644
44
$1.1M 0.66%
21,977
-83
45
$1.09M 0.65%
10,692
-98
46
$1.09M 0.65%
11,943
+529
47
$1.06M 0.63%
11,538
+530
48
$1.06M 0.63%
23,900
+1,630
49
$1.04M 0.62%
5,873
+414
50
$1.01M 0.6%
4,693
+391
1
2
3 4 5