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
$92.9M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.25M
3
+$2.01M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.91M

Top Sells

1
+$2.69M
2
+$2.46M
3
+$2.16M
4
ICF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.24%
4,340
-320
77
$213K 0.23%
3,624
-45,781
78
$205K 0.22%
3,960
+40
79
$106K 0.11%
+10,242
80
$36K 0.04%
17,185
-2,859
81
– –
-6,404
82
– –
-1,711
83
– –
-2,187
84
– –
-3,688
85
– –
-6,781
86
– –
-2,872
87
– –
-5,490
88
– –
-1,522
89
– –
-3,443
90
– –
-3,581
91
– –
-3,988
92
– –
-32,605
93
– –
-4,859
1 2 3
4