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
$206M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.39M
3
+$1.99M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.23M

Top Sells

1
+$2.72M
2
+$2.37M
3
+$1.67M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.47M
5
WEC icon
WEC Energy
WEC
+$822K

Sector Composition

1 Technology 15.88%
2 Industrials 7.39%
3 Financials 6.36%
4 Healthcare 5.17%
5 Real Estate 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.61%
10,714
-757
52
$1.23M 0.6%
4,837
+108
53
$1.23M 0.6%
28,917
+462
54
$1.1M 0.53%
3,749
+123
55
$1.06M 0.52%
12,162
+139
56
$1.06M 0.51%
4,874
+107
57
$1.02M 0.5%
4,546
+132
58
$1.01M 0.49%
4,744
+222
59
$971K 0.47%
5,768
+7
60
$924K 0.45%
4,701
+112
61
$847K 0.41%
5,080
+60
62
$838K 0.41%
7,679
+27
63
$811K 0.39%
7,810
-35
64
$807K 0.39%
4,594
+92
65
$779K 0.38%
7,057
-13,324
66
$751K 0.36%
14,927
+111
67
$745K 0.36%
13,659
-775
68
$743K 0.36%
5,303
+122
69
$731K 0.36%
7,065
70
$705K 0.34%
13,694
-1,282
71
$655K 0.32%
18,140
+486
72
$645K 0.31%
3,714
+194
73
$610K 0.3%
2,796
+110
74
$600K 0.29%
5,111
+168
75
$588K 0.29%
4,112
+103
1 2
3
4 5