MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$3.54M
3
+$2.34M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.21M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.18M

Top Sells

1
+$2.66M
2
+$2.58M
3
+$2.39M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.36M
5
BMO icon
Bank of Montreal
BMO
+$635K

Sector Composition

1 Industrials 6.83%
2 Technology 6.57%
3 Healthcare 6.56%
4 Financials 6.29%
5 Utilities 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.43%
3,443
+69
52
$458K 0.42%
3,581
+232
53
$448K 0.41%
2,872
+340
54
$445K 0.41%
2,206
+94
55
$444K 0.41%
11,493
-281
56
$407K 0.37%
12,422
+896
57
$405K 0.37%
10,278
+470
58
$401K 0.37%
11,332
+410
59
$393K 0.36%
4,960
+260
60
$388K 0.36%
1,469
+1,172
61
$372K 0.34%
5,490
-416
62
$365K 0.34%
6,920
+41
63
$347K 0.32%
3,460
+280
64
$345K 0.32%
9,113
+154
65
$342K 0.31%
5,565
+368
66
$336K 0.31%
4,917
+1,222
67
$336K 0.31%
4,389
+36
68
$330K 0.3%
9,085
+3,229
69
$328K 0.3%
2,682
-17
70
$322K 0.3%
2,925
+1,648
71
$305K 0.28%
3,209
-24,795
72
$302K 0.28%
3,988
+709
73
$296K 0.27%
1,967
-28
74
$284K 0.26%
2,540
-653
75
$281K 0.26%
4,660
-80
1 2
3
4 5