MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.34M
3
+$2.87M
4
COF icon
Capital One
COF
+$1.61M
5
MAIN icon
Main Street Capital
MAIN
+$1.59M

Top Sells

1
+$2.81M
2
+$2.46M
3
+$1.41M
4
DBP icon
Invesco DB Precious Metals Fund
DBP
+$1.39M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.27M

Sector Composition

1 Technology 21.23%
2 Financials 14.34%
3 Industrials 9.2%
4 Healthcare 5.06%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.44M 0.64%
22,294
+300
52
$2.35M 0.62%
4,708
+92
53
$2.27M 0.6%
10,257
-19
54
$2.24M 0.59%
9,211
+292
55
$2.24M 0.59%
9,411
+27
56
$2.21M 0.58%
13,689
-233
57
$2.19M 0.58%
15,456
+134
58
$2.14M 0.56%
9,774
+3
59
$2.09M 0.55%
7,138
+195
60
$2.05M 0.54%
15,040
+5,010
61
$2.02M 0.53%
34,688
+1,732
62
$1.91M 0.5%
93,246
+2,737
63
$1.9M 0.5%
14,442
+3,510
64
$1.84M 0.48%
6,578
+1
65
$1.78M 0.47%
17,430
+17
66
$1.76M 0.46%
21,284
+295
67
$1.76M 0.46%
900
+56
68
$1.76M 0.46%
18,338
+350
69
$1.73M 0.46%
12,724
-157
70
$1.59M 0.42%
8,975
-94
71
$1.58M 0.42%
150,065
+4,719
72
$1.54M 0.41%
7,049
+102
73
$1.52M 0.4%
3,425
-30
74
$1.52M 0.4%
2,798
-25
75
$1.52M 0.4%
41,404
+1,590
1 2
3
4 5