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
$122M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.95M
3
+$3.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.76M

Top Sells

1
+$7.32M
2
+$3.23M
3
+$1.99M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.96M
5
WEC icon
WEC Energy
WEC
+$1.54M

Sector Composition

1 Technology 17.13%
2 Industrials 10.13%
3 Financials 5.98%
4 Healthcare 3.8%
5 Real Estate 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.24%
2,707
+118
77
$275K 0.22%
4,578
-22,771
78
$252K 0.21%
2,342
-85
79
$251K 0.21%
+1,337
80
$249K 0.2%
1,810
+86
81
$243K 0.2%
2,724
+503
82
$243K 0.2%
3,066
-588
83
$239K 0.2%
1,352
-2,594
84
$235K 0.19%
4,283
+475
85
$231K 0.19%
5,453
-4,709
86
$230K 0.19%
+1,557
87
$222K 0.18%
1,245
-8,624
88
$215K 0.18%
+4,000
89
$210K 0.17%
3,623
-733
90
$206K 0.17%
9,956
+7,347
91
– –
-4,269
92
– –
-3,374
93
– –
-14,451
94
– –
-4,560
95
– –
-9,828
96
– –
-7,230
97
– –
-5,805
98
– –
-9,272
1 2 3
4