MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$3.54M
3
+$2.34M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.21M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.18M

Top Sells

1
+$2.66M
2
+$2.58M
3
+$2.39M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.36M
5
BMO icon
Bank of Montreal
BMO
+$635K

Sector Composition

1 Industrials 6.83%
2 Technology 6.57%
3 Healthcare 6.56%
4 Financials 6.29%
5 Utilities 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.26%
2,187
-34
77
$268K 0.25%
2,358
+97
78
$256K 0.24%
5,427
+506
79
$254K 0.23%
3,688
-91
80
$252K 0.23%
2,537
-83
81
$250K 0.23%
1,522
+46
82
$249K 0.23%
2,681
+894
83
$234K 0.21%
3,920
-40
84
$206K 0.19%
1,711
-71
85
$49K 0.05%
20,044
+1,016
86
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87
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92
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95
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97
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98
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-235
99
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-130
100
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-3,365
2 3
4
5 6