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
$168M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.37M
3
+$1.97M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.92M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.87M

Top Sells

1
+$3.99M
2
+$3.82M
3
+$3.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.12M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.11M

Sector Composition

1 Technology 13.44%
2 Industrials 9.16%
3 Financials 6.07%
4 Healthcare 5.34%
5 Real Estate 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.28%
3,134
+330
77
$446K 0.27%
4,660
+640
78
$444K 0.26%
4,802
+445
79
$442K 0.26%
872
+64
80
$440K 0.26%
3,806
+209
81
$438K 0.26%
1,639
+428
82
$430K 0.26%
6,714
+426
83
$429K 0.26%
16,635
+1,200
84
$415K 0.25%
11,581
+1,299
85
$403K 0.24%
3,192
+52
86
$396K 0.24%
13,425
+1,295
87
$377K 0.22%
5,451
+768
88
$377K 0.22%
31,447
+2,478
89
$372K 0.22%
3,865
+385
90
$365K 0.22%
9,125
+904
91
$348K 0.21%
1,202
+104
92
$343K 0.2%
18,636
+2,255
93
$343K 0.2%
3,832
94
$322K 0.19%
2,883
+247
95
$313K 0.19%
1,181
+101
96
$312K 0.19%
6,876
+620
97
$304K 0.18%
6,074
+366
98
$286K 0.17%
2,118
+150
99
$284K 0.17%
4,484
-135
100
$279K 0.17%
2,055
+89
1 2 3
4
5