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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.2M
3
+$2.14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$777K

Top Sells

1
+$4.03M
2
+$3.79M
3
+$3.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.36M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.79M

Sector Composition

1 Technology 14.25%
2 Industrials 10.42%
3 Financials 6.86%
4 Healthcare 5.9%
5 Real Estate 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$537K 0.3%
33,630
+2,183
77
$532K 0.29%
4,352
+546
78
$526K 0.29%
955
+83
79
$506K 0.28%
3,200
+66
80
$502K 0.28%
13,318
+1,737
81
$496K 0.27%
4,943
+141
82
$484K 0.27%
6,909
+195
83
$460K 0.25%
5,481
-817
84
$457K 0.25%
3,530
+647
85
$455K 0.25%
9,541
+416
86
$423K 0.23%
16,018
-617
87
$423K 0.23%
1,466
+264
88
$421K 0.23%
19,872
+1,236
89
$415K 0.23%
4,698
+38
90
$411K 0.23%
14,707
+1,282
91
$403K 0.22%
2,656
-536
92
$374K 0.21%
1,211
-428
93
$372K 0.21%
1,403
+142
94
$368K 0.2%
4,151
+286
95
$366K 0.2%
853
+132
96
$361K 0.2%
5,882
+431
97
$359K 0.2%
3,832
98
$349K 0.19%
2,361
+243
99
$339K 0.19%
6,779
+705
100
$329K 0.18%
7,227
+351
2 3
4
5 6