MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.34M
3
+$2.87M
4
COF icon
Capital One
COF
+$1.61M
5
MAIN icon
Main Street Capital
MAIN
+$1.59M

Top Sells

1
+$2.81M
2
+$2.46M
3
+$1.41M
4
DBP icon
Invesco DB Precious Metals Fund
DBP
+$1.39M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.27M

Sector Composition

1 Technology 21.23%
2 Financials 14.34%
3 Industrials 9.2%
4 Healthcare 5.06%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.16M 1.09%
11,706
+294
27
$4.13M 1.09%
15,162
+162
28
$4.06M 1.07%
5,738
+174
29
$4M 1.05%
12,533
+354
30
$3.76M 0.99%
11,471
+275
31
$3.5M 0.92%
15,299
+241
32
$3.44M 0.91%
6,118
+353
33
$3.39M 0.89%
+70,942
34
$3.32M 0.87%
16,172
-1,402
35
$3.26M 0.86%
28,717
+2,390
36
$3.24M 0.85%
54,772
+28,676
37
$3.23M 0.85%
51,222
-933
38
$3.22M 0.85%
14,008
+619
39
$3.17M 0.84%
7,477
+668
40
$3.16M 0.83%
5,720
+371
41
$3.15M 0.83%
22,736
+1,491
42
$3.02M 0.8%
57,708
+1,846
43
$2.98M 0.78%
132,541
+44,185
44
$2.95M 0.78%
28,188
+385
45
$2.93M 0.77%
37,451
+413
46
$2.85M 0.75%
9,337
-619
47
$2.76M 0.73%
18,988
+1,806
48
$2.66M 0.7%
2,532
+65
49
$2.63M 0.69%
10,266
+1,183
50
$2.61M 0.69%
14,086
+401
1
2
3 4 5