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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$7.28M
3 +$7.25M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.27%
2 Financials 8.01%
3 Technology 6.48%
4 Healthcare 5.22%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$160K 0.15%
+1,447
102
$157K 0.14%
+1,683
103
$151K 0.14%
+7,950
104
$150K 0.14%
+4,506
105
$144K 0.13%
+2,723
106
$141K 0.13%
+1,913
107
$136K 0.12%
+1,480
108
$134K 0.12%
+1,504
109
$128K 0.12%
+642
110
$126K 0.12%
+335
111
$125K 0.11%
+4,213
112
$123K 0.11%
+2,356
113
$122K 0.11%
+1,167
114
$119K 0.11%
+6,460
115
$118K 0.11%
+10,971
116
$112K 0.1%
+1,538
117
$112K 0.1%
+1,992
118
$112K 0.1%
+1,063
119
$111K 0.1%
+2,150
120
$109K 0.1%
+4,554
121
$91K 0.08%
+1,508
122
$90K 0.08%
+362
123
$84K 0.08%
+957
124
$84K 0.08%
+1,516
125
$84K 0.08%
+567