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
$127M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.67M
3
+$2.57M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.06M

Top Sells

1
+$9.76M
2
+$5.36M
3
+$3.77M
4
LRCX icon
Lam Research
LRCX
+$2.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.2M

Sector Composition

1 Technology 15.26%
2 Industrials 11.24%
3 Financials 4.66%
4 Healthcare 4.02%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$706K 0.56%
5,120
-360
52
$703K 0.55%
+4,202
53
$652K 0.51%
3,480
+1,061
54
$649K 0.51%
+3,137
55
$638K 0.5%
+11,323
56
$620K 0.49%
11,218
+375
57
$603K 0.47%
+26,065
58
$565K 0.44%
17,910
+560
59
$563K 0.44%
8,997
+3,050
60
$557K 0.44%
5,702
+2,724
61
$557K 0.44%
2,885
+1,398
62
$538K 0.42%
5,762
+109
63
$532K 0.42%
4,310
+248
64
$531K 0.42%
10,591
-11,826
65
$531K 0.42%
2,339
-918
66
$530K 0.42%
13,596
+456
67
$516K 0.41%
9,261
+3,422
68
$504K 0.4%
4,549
-403
69
$487K 0.38%
3,447
+705
70
$480K 0.38%
5,762
+117
71
$421K 0.33%
+3,434
72
$402K 0.32%
3,038
+182
73
$396K 0.31%
13,036
+3,106
74
$387K 0.3%
4,340
+1,119
75
$363K 0.29%
+4,172
1 2
3
4 5