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
$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
Financial Select Sector SPDR Fund
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
Health Care Select Sector SPDR Fund
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
-25,775
119
-629
120
-23,696
121
-13,853
122
-25,963
123
-16,448