Midwest Professional Planners Ltd (MPPL) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.06M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$4.31M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.75M |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$3.71M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$3.55M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$19M |
| 2 |
Lam Research
LRCX
|
+$13.6M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$4.98M |
| 4 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$4.38M |
| 5 |
Skyworks Solutions
SWKS
|
+$3.36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.15% |
| 2 | Industrials | 7.44% |
| 3 | Financials | 6.75% |
| 4 | Healthcare | 4.41% |
| 5 | Real Estate | 2.3% |
Similar funds
Midwest Professional Planners Ltd (MPPL)'s Q2 2021 Portfolio in Review
As of Q2 2021, Midwest Professional Planners Ltd (MPPL) held 129 positions worth $192M, up 90% from $101M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Midwest Professional Planners Ltd (MPPL) deployed $11.2M of net new capital in Q2 2021, opening 49 new positions and adding to 43 existing holdings. Its largest new stake was iShares 3-7 Year Treasury Bond ETF: 20,662 shares worth $2.7M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 17% a quarter earlier, followed by Industrials and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $19M trimmed.
- Midwest Professional Planners Ltd (MPPL)'s largest Q2 2021 buy was iShares 3-7 Year Treasury Bond ETF: 20,662 shares worth $2.7M.
- Midwest Professional Planners Ltd (MPPL) added most to iShares Core US Aggregate Bond ETF in Q2 2021, an estimated $8.06M increase.
- Midwest Professional Planners Ltd (MPPL)'s biggest Q2 2021 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $19M.
- Midwest Professional Planners Ltd (MPPL) fully exited iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021, selling an estimated $4.98M.
- Midwest Professional Planners Ltd (MPPL)'s ten largest holdings make up 42% of its $192M portfolio in Q2 2021.
- Midwest Professional Planners Ltd (MPPL) opened 49 new positions and closed 13 in Q2 2021.
- Midwest Professional Planners Ltd (MPPL)'s portfolio value rose 90% quarter-over-quarter to $192M.
Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2021, filed 10 Aug 2021.