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
$204M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.92M
3
+$5.76M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.33M

Top Sells

1
+$7.79M
2
+$7.69M
3
+$4.22M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M

Sector Composition

1 Technology 16.67%
2 Industrials 8.74%
3 Financials 7.22%
4 Healthcare 5.54%
5 Real Estate 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.59%
12,461
+383
52
$1.19M 0.58%
7,133
+410
53
$1.19M 0.58%
4,984
+1,134
54
$1.17M 0.57%
10,712
+1,754
55
$1.08M 0.53%
5,942
+428
56
$1.08M 0.53%
5,274
+250
57
$1.02M 0.5%
9,314
-1,004
58
$1.01M 0.5%
10,327
+11
59
$985K 0.48%
6,252
+263
60
$972K 0.48%
1,453
-245
61
$955K 0.47%
11,625
-40,712
62
$953K 0.47%
18,917
-1,790
63
$903K 0.44%
27,651
+11,633
64
$875K 0.43%
4,693
+1,493
65
$808K 0.4%
7,980
-4,265
66
$797K 0.39%
6,391
+85
67
$781K 0.38%
5,819
+277
68
$748K 0.37%
7,831
+2,103
69
$746K 0.36%
+2,279
70
$739K 0.36%
6,690
-299
71
$721K 0.35%
6,389
+268
72
$684K 0.33%
18,165
+1,304
73
$661K 0.32%
3,118
-4,293
74
$652K 0.32%
17,196
+330
75
$604K 0.3%
5,849
+368
1 2
3
4 5