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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.2M
3
+$2.14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$777K

Top Sells

1
+$4.03M
2
+$3.79M
3
+$3.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.36M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.79M

Sector Composition

1 Technology 14.25%
2 Industrials 10.42%
3 Financials 6.86%
4 Healthcare 5.9%
5 Real Estate 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.62%
12,078
+540
52
$1.1M 0.61%
11,528
-284
53
$1.09M 0.6%
10,318
-374
54
$1.06M 0.59%
5,024
+331
55
$1.04M 0.58%
20,707
-1,270
56
$1.02M 0.56%
10,092
+574
57
$996K 0.55%
5,514
+425
58
$988K 0.55%
8,958
+869
59
$945K 0.52%
5,764
+259
60
$933K 0.52%
3,850
+245
61
$927K 0.51%
10,168
+658
62
$898K 0.5%
5,989
+370
63
$826K 0.46%
6,227
+325
64
$768K 0.43%
6,989
-36,641
65
$752K 0.42%
5,542
+375
66
$711K 0.39%
6,306
+94
67
$668K 0.37%
10,316
+406
68
$668K 0.37%
6,121
+392
69
$667K 0.37%
16,861
+1,033
70
$639K 0.35%
6,053
-1,597
71
$608K 0.34%
8,962
+406
72
$590K 0.33%
16,866
+210
73
$571K 0.32%
6,806
+157
74
$569K 0.31%
22,684
+991
75
$539K 0.3%
5,728
+445
1 2
3
4 5