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
$204M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.92M
3
+$5.76M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.33M

Top Sells

1
+$7.79M
2
+$7.69M
3
+$4.22M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M

Sector Composition

1 Technology 16.67%
2 Industrials 8.74%
3 Financials 7.22%
4 Healthcare 5.54%
5 Real Estate 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$323K 0.16%
1,737
+173
102
$300K 0.15%
779
+52
103
$288K 0.14%
2,368
104
$284K 0.14%
2,279
+153
105
$280K 0.14%
1,400
+126
106
$274K 0.13%
14,292
+1,417
107
$271K 0.13%
2,977
+246
108
$268K 0.13%
12,212
-10,472
109
$263K 0.13%
1,245
110
$261K 0.13%
2,275
-1,255
111
$247K 0.12%
4,096
-2,683
112
$241K 0.12%
+1,450
113
$240K 0.12%
698
114
$228K 0.11%
1,223
-109
115
$225K 0.11%
546
-307
116
$217K 0.11%
11,131
-8,741
117
$216K 0.11%
471
-16,754
118
$205K 0.1%
1,909
119
$203K 0.1%
+4,213
120
$32.1K 0.02%
20,950
121
$26K 0.01%
40,744
122
– –
-4,665
123
– –
-2,990
124
– –
-2,310
125
– –
-1,894
2 3 4
5
6