MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.39M
3
+$1.99M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.23M

Top Sells

1
+$2.72M
2
+$2.37M
3
+$1.67M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.47M
5
WEC icon
WEC Energy
WEC
+$822K

Sector Composition

1 Technology 15.88%
2 Industrials 7.39%
3 Financials 6.36%
4 Healthcare 5.17%
5 Real Estate 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.15%
537
+13
102
$298K 0.14%
+846
103
$294K 0.14%
1,332
-148
104
$292K 0.14%
9,880
+735
105
$276K 0.13%
5,657
+100
106
$274K 0.13%
1,455
+47
107
$271K 0.13%
1,656
+50
108
$270K 0.13%
4,724
-185
109
$252K 0.12%
2,368
110
$250K 0.12%
4,905
111
$247K 0.12%
2,147
+114
112
$228K 0.11%
1,857
-79
113
$206K 0.1%
+843
114
$202K 0.1%
+3,882
115
$78K 0.04%
20,950
116
– –
-5,383
117
– –
-10,352
1 2 3 4
5