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
$168M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.37M
3
+$1.97M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.92M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.87M

Top Sells

1
+$3.99M
2
+$3.82M
3
+$3.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.12M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.11M

Sector Composition

1 Technology 13.44%
2 Industrials 9.16%
3 Financials 6.07%
4 Healthcare 5.34%
5 Real Estate 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.15%
1,885
+106
102
$243K 0.15%
1,292
+47
103
$241K 0.14%
721
+53
104
$236K 0.14%
1,261
+100
105
$234K 0.14%
2,199
+118
106
$233K 0.14%
720
+18
107
$228K 0.14%
1,985
+130
108
$227K 0.14%
+1,469
109
$221K 0.13%
+2,390
110
$218K 0.13%
1,332
111
$213K 0.13%
2,844
+296
112
$211K 0.13%
4,720
-407
113
$209K 0.12%
10,694
+823
114
$205K 0.12%
2,367
+141
115
$203K 0.12%
977
+94
116
$29K 0.02%
40,744
117
$26K 0.02%
20,950
118
– –
-629
119
– –
-23,696
120
– –
-13,853
121
– –
-25,963
122
– –
-25,775
123
– –
-16,448
1 2 3 4
5