MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
This Quarter Return
+11.89%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+14%)
Cap. Flow
-$3.72M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
44.4%
Holding
122
New
19
Increased
57
Reduced
35
Closed
10
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$8.46M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.87M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.02M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$2.48M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$2.34M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$6.51M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$6.33M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$3.36M |
| 4 |
Northrop Grumman
NOC
|
$3.11M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$3.05M |
Sector Composition
| 1 | Technology | 13.64% |
| 2 | Industrials | 7.34% |
| 3 | Financials | 6.11% |
| 4 | Healthcare | 4.39% |
| 5 | Consumer Discretionary | 2.15% |
