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
$192M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.37M
3
+$3.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.75M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.55M

Top Sells

1
+$19.4M
2
+$14M
3
+$4.98M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$4.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.63M

Sector Composition

1 Technology 14.15%
2 Industrials 7.44%
3 Financials 6.75%
4 Healthcare 4.41%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$508K 0.26%
3,799
-6,649
77
$507K 0.26%
4,841
+1,620
78
$503K 0.26%
+2,446
79
$483K 0.25%
6,019
+374
80
$423K 0.22%
+3,132
81
$422K 0.22%
3,460
-1,600
82
$417K 0.22%
+3,775
83
$414K 0.22%
+4,874
84
$414K 0.22%
+12,309
85
$409K 0.21%
2,841
-19,576
86
$404K 0.21%
+1,387
87
$394K 0.21%
+3,889
88
$389K 0.2%
6,165
+59
89
$375K 0.2%
+7,127
90
$373K 0.19%
+610
91
$371K 0.19%
+2,960
92
$369K 0.19%
5,603
-4,370
93
$360K 0.19%
+6,799
94
$358K 0.19%
24,556
+346
95
$349K 0.18%
+1,256
96
$337K 0.18%
+5,577
97
$334K 0.17%
+663
98
$323K 0.17%
8,891
-1,039
99
$308K 0.16%
+1,377
100
$305K 0.16%
+521
2 3
4
5 6