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
$251M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$2.72M
3 +$2.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Top Sells

1 +$2.98M
2 +$2.92M
3 +$2.81M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.68M

Sector Composition

1 Technology 21.58%
2 Financials 8.78%
3 Industrials 8.71%
4 Healthcare 5.04%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.72M 1.09%
+72,452
27
$2.7M 1.08%
+31,563
28
$2.69M 1.07%
5,751
+331
29
$2.64M 1.05%
24,362
+768
30
$2.55M 1.02%
16,473
-2,671
31
$2.54M 1.01%
23,457
-574
32
$2.4M 0.96%
16,311
+1,460
33
$2.37M 0.95%
8,239
+577
34
$2.24M 0.89%
44,630
+2,725
35
$2M 0.8%
15,033
+1,013
36
$1.98M 0.79%
7,607
+481
37
$1.97M 0.78%
18,660
+823
38
$1.94M 0.77%
17,896
+807
39
$1.88M 0.75%
7,843
+529
40
$1.79M 0.72%
12,027
+650
41
$1.77M 0.71%
14,900
+705
42
$1.76M 0.7%
5,754
+366
43
$1.75M 0.7%
7,611
+636
44
$1.75M 0.7%
8,797
+728
45
$1.67M 0.66%
7,718
+549
46
$1.65M 0.66%
14,650
+996
47
$1.57M 0.63%
19,140
-26,507
48
$1.55M 0.62%
15,455
+903
49
$1.53M 0.61%
11,649
+501
50
$1.47M 0.59%
8,676
+446