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
$204M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.92M
3
+$5.76M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.33M

Top Sells

1
+$7.79M
2
+$7.69M
3
+$4.22M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M

Sector Composition

1 Technology 16.67%
2 Industrials 8.74%
3 Financials 7.22%
4 Healthcare 5.54%
5 Real Estate 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$588K 0.29%
1,020
+65
77
$587K 0.29%
2,772
+583
78
$581K 0.28%
5,395
-658
79
$573K 0.28%
+11,714
80
$564K 0.28%
4,681
+329
81
$562K 0.27%
35,274
+1,644
82
$553K 0.27%
14,521
+1,203
83
$545K 0.27%
6,965
+159
84
$522K 0.26%
1,658
+192
85
$519K 0.25%
9,926
+385
86
$481K 0.24%
7,127
+218
87
$450K 0.22%
5,116
+173
88
$428K 0.21%
15,607
+900
89
$419K 0.2%
2,538
+177
90
$405K 0.2%
+1,952
91
$395K 0.19%
2,657
+1
92
$387K 0.19%
1,515
+112
93
$364K 0.18%
1,180
-31
94
$363K 0.18%
3,832
95
$349K 0.17%
6,240
+358
96
$348K 0.17%
5,771
+236
97
$343K 0.17%
2,750
+212
98
$327K 0.16%
3,141
-1,010
99
$324K 0.16%
+971
100
$324K 0.16%
3,122
-1,576
2 3
4
5 6