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
$192M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.37M
3
+$3.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.75M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.55M

Top Sells

1
+$19.4M
2
+$14M
3
+$4.98M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$4.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.63M

Sector Composition

1 Technology 14.15%
2 Industrials 7.44%
3 Financials 6.75%
4 Healthcare 4.41%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$297K 0.15%
+1,480
102
$296K 0.15%
+1,245
103
$295K 0.15%
5,266
-1,983
104
$271K 0.14%
+885
105
$265K 0.14%
+3,599
106
$265K 0.14%
+12,707
107
$263K 0.14%
+1,593
108
$261K 0.14%
+5,475
109
$253K 0.13%
4,905
-2,081
110
$249K 0.13%
2,135
-8,003
111
$245K 0.13%
5,429
-1,951
112
$232K 0.12%
+2,368
113
$224K 0.12%
+1,954
114
$207K 0.11%
+20,950
115
$204K 0.11%
+3,882
116
– –
-2,176
117
– –
-73,266
118
– –
-5,741
119
– –
-6,336
120
– –
-15,378
121
– –
-8,461
122
– –
-12,108
123
– –
-5,500
124
– –
-6,184
125
– –
-2,362
2 3 4
5
6