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
$104M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.51M
3
+$2.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.94M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.81M

Top Sells

1
+$2.71M
2
+$2.67M
3
+$2.48M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.2M
5
IDU icon
iShares US Utilities ETF
IDU
+$2.06M

Sector Composition

1 Industrials 8.93%
2 Technology 8.36%
3 Financials 4.91%
4 Healthcare 4.84%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.42%
10,758
-109
52
$427K 0.41%
2,245
-1,989
53
$416K 0.4%
5,646
-27,936
54
$411K 0.4%
+3,482
55
$408K 0.39%
+6,172
56
$401K 0.39%
8,975
-1,283
57
$397K 0.38%
9,201
-3
58
$397K 0.38%
+4,815
59
$395K 0.38%
5,562
-26
60
$394K 0.38%
+3,230
61
$382K 0.37%
+2,526
62
$378K 0.36%
4,916
-26
63
$368K 0.36%
9,665
-22
64
$367K 0.35%
+7,095
65
$350K 0.34%
+2,209
66
$349K 0.34%
2,963
-30
67
$341K 0.33%
+11,340
68
$340K 0.33%
2,760
+161
69
$337K 0.33%
6,996
+507
70
$334K 0.32%
+2,004
71
$319K 0.31%
2,574
+202
72
$318K 0.31%
1,347
+27
73
$307K 0.3%
5,467
-28
74
$282K 0.27%
2,518
+39
75
$279K 0.27%
4,740
+400
1 2
3
4 5