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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.2M
3
+$2.14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$777K

Top Sells

1
+$4.03M
2
+$3.79M
3
+$3.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.36M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.79M

Sector Composition

1 Technology 14.25%
2 Industrials 10.42%
3 Financials 6.86%
4 Healthcare 5.9%
5 Real Estate 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.16%
13,769
+159
27
$2.08M 1.15%
19,737
+677
28
$1.97M 1.09%
12,567
+534
29
$1.94M 1.07%
47,685
-6,070
30
$1.93M 1.07%
25,865
+1,513
31
$1.91M 1.06%
29,148
+481
32
$1.91M 1.06%
9,220
+466
33
$1.83M 1.01%
7,411
+535
34
$1.82M 1.01%
15,566
+782
35
$1.81M 1%
20,491
+762
36
$1.68M 0.93%
35,409
+1,289
37
$1.67M 0.92%
36,027
+2,274
38
$1.65M 0.92%
14,318
+868
39
$1.61M 0.89%
38,250
-400
40
$1.58M 0.88%
6,032
+439
41
$1.55M 0.86%
3,394
+196
42
$1.42M 0.79%
25,480
+1,580
43
$1.34M 0.74%
12,245
+676
44
$1.3M 0.72%
6,254
+381
45
$1.24M 0.69%
6,928
+486
46
$1.22M 0.67%
12,460
+517
47
$1.21M 0.67%
14,766
+782
48
$1.2M 0.67%
1,698
+53
49
$1.19M 0.66%
4,261
+292
50
$1.17M 0.65%
6,723
+404
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2
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