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
$112M
AUM Growth
+$4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$2.64M
3
+$962K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$472K
5
AMT icon
American Tower
AMT
+$456K

Top Sells

1
+$2.62M
2
+$2.33M
3
+$2.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.11M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.49M

Sector Composition

1 Technology 9.59%
2 Industrials 9.36%
3 Financials 4.93%
4 Healthcare 3.73%
5 Utilities 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.22%
2,979
+6
77
$241K 0.22%
1,760
+29
78
$239K 0.21%
4,356
+651
79
$237K 0.21%
2,427
-49
80
$224K 0.2%
+2,160
81
$224K 0.2%
4,370
+182
82
$223K 0.2%
1,724
+64
83
$221K 0.2%
1,607
-4
84
$221K 0.2%
2,592
+27
85
$212K 0.19%
+3,808
86
$212K 0.19%
+5,073
87
$211K 0.19%
4,269
+132
88
$209K 0.19%
3,652
-217
89
$209K 0.19%
+1,245
90
$61K 0.05%
14,451
+11
91
– –
-1,323
92
– –
-2,746
93
– –
-4,868
94
– –
-10,021
95
– –
-3,026
96
– –
-7,383
97
– –
-4,340
98
– –
-36,736
99
– –
-3,742
1 2 3
4