MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
This Quarter Return
+6.03%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(-38%)
Cap. Flow
-$41.4M
Cap. Flow
% of AUM
-40.92%
Top 10 Holdings %
Top 10 Hldgs %
48.49%
Holding
125
New
13
Increased
24
Reduced
43
Closed
45
Top Buys
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.98M |
| 2 |
Skyworks Solutions
SWKS
|
$4.86M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.56M |
| 4 |
3M
MMM
|
$3.19M |
| 5 |
Lam Research
LRCX
|
$2.65M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$16.4M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.07M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.74M |
| 4 |
Apple
AAPL
|
$4.46M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$3.53M |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Industrials | 10.63% |
| 3 | Healthcare | 3.85% |
| 4 | Financials | 3.69% |
| 5 | Communication Services | 2.9% |
