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
$206M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.39M
3
+$1.99M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.23M

Top Sells

1
+$2.72M
2
+$2.37M
3
+$1.67M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.47M
5
WEC icon
WEC Energy
WEC
+$822K

Sector Composition

1 Technology 15.88%
2 Industrials 7.39%
3 Financials 6.36%
4 Healthcare 5.17%
5 Real Estate 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$583K 0.28%
3,924
+43
77
$581K 0.28%
2,552
+54
78
$546K 0.27%
6,001
-9
79
$545K 0.26%
1,620
+30
80
$521K 0.25%
3,600
+80
81
$515K 0.25%
3,146
+7
82
$474K 0.23%
12,341
+31
83
$457K 0.22%
7,219
+163
84
$456K 0.22%
4,900
+102
85
$455K 0.22%
682
+10
86
$434K 0.21%
3,000
+60
87
$433K 0.21%
4,079
+113
88
$405K 0.2%
616
+10
89
$402K 0.2%
25,505
-174
90
$397K 0.19%
5,869
+257
91
$391K 0.19%
6,388
+157
92
$390K 0.19%
2,954
+91
93
$376K 0.18%
1,256
94
$372K 0.18%
3,832
-8,470
95
$367K 0.18%
7,718
+362
96
$366K 0.18%
1,421
+22
97
$338K 0.16%
13,707
+762
98
$332K 0.16%
925
+31
99
$317K 0.15%
1,245
100
$306K 0.15%
3,897
+134
1 2 3
4
5