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
$177M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.08M
3
+$2.11M
4
GLD icon
SPDR Gold Trust
GLD
+$2.06M
5
IDU icon
iShares US Utilities ETF
IDU
+$1.99M

Top Sells

1
+$4.26M
2
+$4.25M
3
+$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.2M

Sector Composition

1 Technology 13.48%
2 Industrials 8.68%
3 Financials 5.88%
4 Healthcare 5.16%
5 Real Estate 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$958K 0.54%
1,574
+39
52
$925K 0.52%
13,242
+535
53
$910K 0.51%
5,517
+324
54
$876K 0.49%
8,238
-1,063
55
$845K 0.48%
5,835
+341
56
$833K 0.47%
8,997
+431
57
$780K 0.44%
5,867
+269
58
$767K 0.43%
4,603
+493
59
$758K 0.43%
6,884
+55
60
$757K 0.43%
8,504
+342
61
$755K 0.43%
8,232
+256
62
$738K 0.42%
5,049
+220
63
$704K 0.4%
5,987
+55
64
$693K 0.39%
9,067
+393
65
$649K 0.37%
7,583
+604
66
$638K 0.36%
4,723
+295
67
$636K 0.36%
3,286
+247
68
$613K 0.35%
15,625
+422
69
$606K 0.34%
5,338
+305
70
$577K 0.33%
15,435
+882
71
$560K 0.32%
5,269
+269
72
$544K 0.31%
14,099
+768
73
$534K 0.3%
6,319
+137
74
$515K 0.29%
19,885
+857
75
$483K 0.27%
10,282
+1,264
1 2
3
4 5