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
$203M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.58M
3
+$4.26M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.25M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.14M

Top Sells

1
+$4.43M
2
+$4.36M
3
+$4.13M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.79M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.99M

Sector Composition

1 Technology 15.51%
2 Industrials 8.02%
3 Financials 6.02%
4 Healthcare 5.32%
5 Real Estate 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.56%
8,566
+468
52
$1.1M 0.54%
5,193
+356
53
$1.05M 0.52%
12,707
+545
54
$1.02M 0.5%
9,301
-1,413
55
$1.02M 0.5%
4,043
+294
56
$958K 0.47%
5,932
+164
57
$948K 0.47%
+8,674
58
$895K 0.44%
5,494
+383
59
$828K 0.41%
8,162
+352
60
$815K 0.4%
5,000
-80
61
$801K 0.39%
7,976
+297
62
$800K 0.39%
+10,469
63
$798K 0.39%
4,829
+235
64
$781K 0.38%
7,035
-30
65
$761K 0.37%
5,033
+332
66
$753K 0.37%
6,829
-228
67
$721K 0.35%
14,553
+859
68
$712K 0.35%
15,203
+276
69
$705K 0.35%
5,598
+295
70
$688K 0.34%
4,110
+396
71
$653K 0.32%
19,028
+888
72
$623K 0.31%
3,039
+243
73
$576K 0.28%
6,979
+591
74
$545K 0.27%
6,182
+181
75
$545K 0.27%
4,428
+316
1 2
3
4 5