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
$92.9M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.25M
3
+$2.01M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.91M

Top Sells

1
+$2.69M
2
+$2.46M
3
+$2.16M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.43M
5
AET
Aetna Inc
AET
+$986K

Sector Composition

1 Healthcare 6.61%
2 Industrials 6.41%
3 Technology 5.42%
4 Financials 4.28%
5 Utilities 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.46%
5,005
+45
52
$424K 0.46%
10,258
-1,759
53
$413K 0.44%
5,464
-106
54
$397K 0.43%
1,320
-43
55
$383K 0.41%
1,642
+173
56
$379K 0.41%
5,554
-162
57
$370K 0.4%
10,867
-465
58
$367K 0.4%
11,197
-296
59
$363K 0.39%
5,588
+23
60
$361K 0.39%
9,204
+119
61
$346K 0.37%
9,687
+574
62
$345K 0.37%
+4,260
63
$316K 0.34%
4,942
+25
64
$297K 0.32%
6,489
-431
65
$289K 0.31%
1,936
-31
66
$283K 0.3%
2,599
-83
67
$275K 0.3%
2,485
-55
68
$271K 0.29%
5,495
+68
69
$270K 0.29%
2,372
+14
70
$260K 0.28%
3,460
71
$254K 0.27%
2,708
+27
72
$251K 0.27%
2,993
+68
73
$243K 0.26%
4,128
-261
74
$238K 0.26%
2,479
-58
75
$230K 0.25%
+4,739
1 2
3
4