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
$122M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.95M
3
+$3.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.76M

Top Sells

1
+$7.32M
2
+$3.23M
3
+$1.99M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.96M
5
WEC icon
WEC Energy
WEC
+$1.54M

Sector Composition

1 Technology 17.13%
2 Industrials 10.13%
3 Financials 5.98%
4 Healthcare 3.8%
5 Real Estate 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$621K 0.51%
+2,900
52
$586K 0.48%
5,698
+73
53
$577K 0.47%
12,830
+1,927
54
$549K 0.45%
10,360
-5,354
55
$542K 0.44%
17,150
+310
56
$501K 0.41%
5,420
+180
57
$484K 0.4%
2,273
-4,133
58
$482K 0.39%
5,668
+118
59
$470K 0.38%
3,860
-2,976
60
$453K 0.37%
4,101
-66,240
61
$436K 0.36%
4,920
-24
62
$427K 0.35%
9,592
+4,519
63
$426K 0.35%
6,104
-1,020
64
$404K 0.33%
25,478
+495
65
$394K 0.32%
8,242
-700
66
$379K 0.31%
2,328
+75
67
$365K 0.3%
2,650
-469
68
$362K 0.3%
2,649
+57
69
$359K 0.29%
2,977
+149
70
$354K 0.29%
5,570
+346
71
$321K 0.26%
2,772
+612
72
$319K 0.26%
4,760
+60
73
$317K 0.26%
7,910
+11
74
$309K 0.25%
7,014
+5,769
75
$306K 0.25%
+4,325
1 2
3
4