MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.51M
3
+$2.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.94M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.81M

Top Sells

1
+$2.71M
2
+$2.67M
3
+$2.48M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.2M
5
IDU icon
iShares US Utilities ETF
IDU
+$2.06M

Sector Composition

1 Industrials 8.93%
2 Technology 8.36%
3 Financials 4.91%
4 Healthcare 4.84%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,005
102
– –
-25,422
1 2 3 4
5