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
$127M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.67M
3
+$2.57M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.06M

Top Sells

1
+$9.76M
2
+$5.36M
3
+$3.77M
4
LRCX icon
Lam Research
LRCX
+$2.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.2M

Sector Composition

1 Technology 15.26%
2 Industrials 11.24%
3 Financials 4.66%
4 Healthcare 4.02%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.28%
+2,085
77
$355K 0.28%
7,644
+395
78
$351K 0.28%
5,611
+111
79
$347K 0.27%
+12,592
80
$339K 0.27%
2,565
-73,848
81
$312K 0.25%
+3,172
82
$303K 0.24%
7,602
+222
83
$300K 0.24%
3,712
+1,252
84
$279K 0.22%
+5,983
85
$277K 0.22%
6,200
+94
86
$237K 0.19%
+4,001
87
$236K 0.19%
+4,576
88
$235K 0.19%
+4,875
89
$235K 0.19%
3,460
-3,370
90
$234K 0.18%
24,022
-188
91
$228K 0.18%
+628
92
$223K 0.18%
+1,557
93
$220K 0.17%
3,100
-1,960
94
$219K 0.17%
+1,257
95
$208K 0.16%
+478
96
$208K 0.16%
+3,793
97
$208K 0.16%
+1,825
98
$204K 0.16%
+2,880
99
$204K 0.16%
+1,245
100
$203K 0.16%
2,504
-7,634
1 2 3
4
5