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
$127M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.67M
3
+$2.57M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.06M

Top Sells

1
+$9.76M
2
+$5.36M
3
+$3.77M
4
LRCX icon
Lam Research
LRCX
+$2.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.2M

Sector Composition

1 Technology 15.26%
2 Industrials 11.24%
3 Financials 4.66%
4 Healthcare 4.02%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$143K 0.11%
11,114
+666
102
$5K ﹤0.01%
1,318
103
– –
-2,176
104
– –
-28,602
105
– –
-12,672
1 2 3 4
5