MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
This Quarter Return
-8.43%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$92.9M
AUM Growth
+$92.9M
(-15%)
Cap. Flow
-$5M
Cap. Flow
% of AUM
-5.38%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
93
New
8
Increased
15
Reduced
56
Closed
13
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$2.67M |
| 2 |
iShares US Utilities ETF
IDU
|
$2.25M |
| 3 |
iShares Select Dividend ETF
DVY
|
$2.01M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$1.92M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.91M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$2.69M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$2.46M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.16M |
| 4 |
iShares Select U.S. REIT ETF
ICF
|
$1.43M |
| 5 |
AET
Aetna Inc
AET
|
$986K |
Sector Composition
| 1 | Healthcare | 6.61% |
| 2 | Industrials | 6.41% |
| 3 | Technology | 5.42% |
| 4 | Financials | 4.28% |
| 5 | Utilities | 2.67% |
