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
$203M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.58M
3
+$4.26M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.25M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.14M

Top Sells

1
+$4.43M
2
+$4.36M
3
+$4.13M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.79M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.99M

Sector Composition

1 Technology 15.51%
2 Industrials 8.02%
3 Financials 6.02%
4 Healthcare 5.32%
5 Real Estate 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$544K 0.27%
13,331
+990
77
$523K 0.26%
3,760
+160
78
$515K 0.25%
4,137
+213
79
$497K 0.24%
2,683
+131
80
$493K 0.24%
4,472
+393
81
$493K 0.24%
9,018
+1,300
82
$479K 0.24%
3,133
-13
83
$455K 0.22%
27,205
+1,700
84
$447K 0.22%
3,200
+200
85
$439K 0.22%
6,088
+219
86
$436K 0.21%
738
+56
87
$430K 0.21%
7,713
+494
88
$429K 0.21%
5,579
-19,951
89
$427K 0.21%
1,211
-45
90
$413K 0.2%
3,268
+314
91
$410K 0.2%
5,266
+366
92
$396K 0.19%
1,783
+163
93
$382K 0.19%
3,832
94
$379K 0.19%
15,338
+1,631
95
$366K 0.18%
4,308
+411
96
$345K 0.17%
960
+114
97
$344K 0.17%
11,037
+1,157
98
$338K 0.17%
1,810
+154
99
$313K 0.15%
1,038
+113
100
$310K 0.15%
6,017
+360
2 3
4
5 6