MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.34M
3
+$2.87M
4
COF icon
Capital One
COF
+$1.61M
5
MAIN icon
Main Street Capital
MAIN
+$1.59M

Top Sells

1
+$2.81M
2
+$2.46M
3
+$1.41M
4
DBP icon
Invesco DB Precious Metals Fund
DBP
+$1.39M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.27M

Sector Composition

1 Technology 21.23%
2 Financials 14.34%
3 Industrials 9.2%
4 Healthcare 5.06%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.4%
14,019
+542
77
$1.48M 0.39%
+23,572
78
$1.45M 0.38%
12,554
+110
79
$1.44M 0.38%
65,771
+10,793
80
$1.42M 0.37%
24,899
+4,390
81
$1.2M 0.32%
42,429
+964
82
$1.15M 0.3%
63,271
+1,494
83
$1.14M 0.3%
7,950
+320
84
$1.13M 0.3%
50,617
+7,952
85
$1.13M 0.3%
628
+36
86
$1.13M 0.3%
25,389
+1,292
87
$1.12M 0.29%
104,303
+1,410
88
$1.11M 0.29%
15,685
-3,708
89
$1.07M 0.28%
3,465
-34
90
$1.03M 0.27%
14,890
+3,535
91
$1.03M 0.27%
8,327
-30
92
$983K 0.26%
6,155
-84
93
$983K 0.26%
72,142
+723
94
$889K 0.23%
53,341
-15,100
95
$880K 0.23%
3,886
+34
96
$878K 0.23%
1,713
-5
97
$873K 0.23%
12,822
+1,858
98
$869K 0.23%
25,808
-66
99
$815K 0.21%
1,603
+10
100
$770K 0.2%
3,170
-13
2 3
4
5 6