MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
This Quarter Return
+7.58%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(+90%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
5.89%
Top 10 Holdings %
Top 10 Hldgs %
42.33%
Holding
129
New
49
Increased
43
Reduced
24
Closed
13
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.12M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.37M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$3.81M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.75M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.55M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$19.4M |
| 2 |
Lam Research
LRCX
|
$14M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.98M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.5M |
| 5 |
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% |
