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
$251M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$2.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Top Sells

1
+$2.98M
2
+$2.92M
3
+$2.81M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.68M

Sector Composition

1 Technology 21.58%
2 Financials 8.78%
3 Industrials 8.71%
4 Healthcare 5.04%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.56%
8,262
+738
52
$1.39M 0.55%
14,412
-1,743
53
$1.35M 0.54%
3,819
+255
54
$1.32M 0.53%
9,514
+681
55
$1.23M 0.49%
1,510
+31
56
$1.17M 0.47%
16,183
-2,157
57
$1.16M 0.46%
23,953
+2,225
58
$1.15M 0.46%
+57,302
59
$1.13M 0.45%
2,929
+244
60
$1.11M 0.44%
+87,308
61
$1.1M 0.44%
+19,997
62
$1.1M 0.44%
2,702
+172
63
$1.09M 0.44%
7,201
+285
64
$1.06M 0.42%
9,593
+247
65
$1.04M 0.42%
29,884
+2,718
66
$969K 0.39%
9,579
+659
67
$952K 0.38%
7,139
+258
68
$934K 0.37%
23,222
+1,470
69
$898K 0.36%
6,561
+456
70
$886K 0.35%
7,294
+420
71
$868K 0.35%
3,673
+99
72
$861K 0.34%
7,993
+472
73
$853K 0.34%
19,442
+879
74
$832K 0.33%
7,520
-995
75
$818K 0.33%
16,156
-2,222
1 2
3
4 5