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
$112M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.64M
3
+$962K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$472K
5
AMT icon
American Tower
AMT
+$456K

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.49M

Sector Composition

1 Technology 9.59%
2 Industrials 9.36%
3 Financials 4.93%
4 Healthcare 3.73%
5 Utilities 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.49%
3,077
+1,040
52
$545K 0.49%
2,221
+13
53
$512K 0.46%
5,625
+80
54
$503K 0.45%
7,124
-124
55
$491K 0.44%
10,903
+243
56
$474K 0.42%
5,550
+54
57
$465K 0.42%
16,840
+250
58
$456K 0.41%
+2,063
59
$455K 0.41%
5,240
+160
60
$427K 0.38%
3,739
+477
61
$421K 0.38%
9,272
+72
62
$421K 0.38%
5,224
-27,801
63
$412K 0.37%
8,942
-383
64
$404K 0.36%
+3,654
65
$379K 0.34%
24,983
-304
66
$374K 0.33%
4,944
+1,961
67
$371K 0.33%
2,609
+20
68
$358K 0.32%
5,513
+72
69
$335K 0.3%
2,828
+10
70
$334K 0.3%
2,253
+34
71
$310K 0.28%
7,899
-1,280
72
$287K 0.26%
4,700
-240
73
$278K 0.25%
4,560
+160
74
$270K 0.24%
+6,579
75
$258K 0.23%
2,589
+13
1 2
3
4