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
$177M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.08M
3
+$2.11M
4
GLD icon
SPDR Gold Trust
GLD
+$2.06M
5
IDU icon
iShares US Utilities ETF
IDU
+$1.99M

Top Sells

1
+$4.26M
2
+$4.25M
3
+$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.25M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.2M

Sector Composition

1 Technology 13.48%
2 Industrials 8.68%
3 Financials 5.88%
4 Healthcare 5.16%
5 Real Estate 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.27%
4,357
+220
77
$464K 0.26%
4,787
+315
78
$452K 0.25%
3,140
+7
79
$445K 0.25%
6,288
+200
80
$439K 0.25%
808
+70
81
$438K 0.25%
3,597
+329
82
$438K 0.25%
4,020
+260
83
$415K 0.23%
2,804
+121
84
$386K 0.22%
3,832
85
$384K 0.22%
28,969
+1,764
86
$381K 0.21%
3,480
+280
87
$374K 0.21%
4,683
+375
88
$351K 0.2%
8,221
+508
89
$342K 0.19%
12,130
+1,093
90
$331K 0.19%
1,211
91
$324K 0.18%
16,381
+1,043
92
$317K 0.18%
1,966
+183
93
$316K 0.18%
5,708
+442
94
$309K 0.17%
1,098
+146
95
$298K 0.17%
4,619
-960
96
$296K 0.17%
6,256
+239
97
$291K 0.16%
2,636
+348
98
$273K 0.15%
1,968
+158
99
$265K 0.15%
1,779
+170
100
$246K 0.14%
5,127
+745
1 2 3
4
5