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
$204M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.92M
3
+$5.76M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.33M

Top Sells

1
+$7.79M
2
+$7.69M
3
+$4.22M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M

Sector Composition

1 Technology 16.67%
2 Industrials 8.74%
3 Financials 7.22%
4 Healthcare 5.54%
5 Real Estate 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.04%
4,266
+872
27
$2.11M 1.03%
+26,169
28
$2.08M 1.02%
25,123
-19,920
29
$1.97M 0.96%
16,070
+504
30
$1.95M 0.95%
30,430
+4,950
31
$1.92M 0.94%
9,555
+335
32
$1.89M 0.92%
37,790
+1,763
33
$1.75M 0.86%
21,063
+572
34
$1.75M 0.85%
14,839
-11,036
35
$1.7M 0.83%
+22,556
36
$1.54M 0.75%
15,543
+4,015
37
$1.5M 0.73%
13,063
-1,255
38
$1.47M 0.72%
21,985
+17,832
39
$1.44M 0.71%
5,961
-71
40
$1.42M 0.69%
15,270
+504
41
$1.35M 0.66%
4,481
+220
42
$1.35M 0.66%
6,776
+549
43
$1.34M 0.66%
11,374
+1,206
44
$1.27M 0.62%
12,838
+378
45
$1.27M 0.62%
5,626
-628
46
$1.23M 0.6%
6,241
+477
47
$1.23M 0.6%
+31,061
48
$1.22M 0.6%
7,493
+565
49
$1.2M 0.59%
24,426
-10,983
50
$1.2M 0.59%
10,621
+529
1
2
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