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
$192M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.37M
3
+$3.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.75M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.55M

Top Sells

1
+$19.4M
2
+$14M
3
+$4.98M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$4.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.63M

Sector Composition

1 Technology 14.15%
2 Industrials 7.44%
3 Financials 6.75%
4 Healthcare 4.41%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.58%
9,901
+4,775
52
$1.08M 0.56%
+12,158
53
$1.08M 0.56%
7,622
+757
54
$1.08M 0.56%
4,613
+3,126
55
$1.06M 0.55%
4,364
+612
56
$1M 0.52%
+2,528
57
$992K 0.52%
3,301
-2,352
58
$968K 0.5%
3,585
+658
59
$940K 0.49%
+12,072
60
$926K 0.48%
19,420
+2,070
61
$912K 0.48%
4,607
-2,727
62
$863K 0.45%
5,020
-460
63
$854K 0.44%
14,969
+1,829
64
$839K 0.44%
15,222
+9,383
65
$829K 0.43%
14,772
+1,500
66
$811K 0.42%
7,589
+4,611
67
$764K 0.4%
+4,440
68
$702K 0.37%
5,871
+3,015
69
$637K 0.33%
+4,407
70
$636K 0.33%
+2,608
71
$632K 0.33%
+4,998
72
$622K 0.32%
3,745
-14,266
73
$571K 0.3%
+17,154
74
$554K 0.29%
1,592
-1,665
75
$514K 0.27%
3,467
-7,139
1 2
3
4 5