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
$168M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.37M
3
+$1.97M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.92M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.87M

Top Sells

1
+$3.99M
2
+$3.82M
3
+$3.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.12M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.11M

Sector Composition

1 Technology 13.44%
2 Industrials 9.16%
3 Financials 6.07%
4 Healthcare 5.34%
5 Real Estate 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$944K 0.56%
6,319
+452
52
$932K 0.56%
+5,619
53
$925K 0.55%
6,442
+607
54
$905K 0.54%
1,645
+71
55
$891K 0.53%
9,518
+1,014
56
$854K 0.51%
13,984
+742
57
$849K 0.51%
5,902
+385
58
$831K 0.5%
5,089
+486
59
$811K 0.48%
9,510
+513
60
$785K 0.47%
7,650
-588
61
$767K 0.46%
5,505
+456
62
$734K 0.44%
3,605
+319
63
$712K 0.42%
6,298
+1,029
64
$706K 0.42%
8,089
+506
65
$647K 0.39%
8,556
+324
66
$631K 0.38%
6,212
+225
67
$628K 0.37%
9,910
+843
68
$621K 0.37%
+2,954
69
$602K 0.36%
5,729
+391
70
$581K 0.35%
5,167
+444
71
$577K 0.34%
15,828
+1,729
72
$518K 0.31%
6,649
+330
73
$497K 0.3%
21,693
+1,808
74
$489K 0.29%
16,656
+1,031
75
$476K 0.28%
5,283
+496
1 2
3
4 5