MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.34M
3
+$2.87M
4
COF icon
Capital One
COF
+$1.61M
5
MAIN icon
Main Street Capital
MAIN
+$1.59M

Top Sells

1
+$2.81M
2
+$2.46M
3
+$1.41M
4
DBP icon
Invesco DB Precious Metals Fund
DBP
+$1.39M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.27M

Sector Composition

1 Technology 21.23%
2 Financials 14.34%
3 Industrials 9.2%
4 Healthcare 5.06%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$759K 0.2%
11,249
+690
102
$748K 0.2%
2,427
-34
103
$748K 0.2%
10,067
+83
104
$725K 0.19%
7,511
-10,936
105
$701K 0.18%
5,717
-28
106
$671K 0.18%
6,469
+135
107
$646K 0.17%
10,305
+69
108
$645K 0.17%
3,460
+125
109
$640K 0.17%
13,112
+5,711
110
$634K 0.17%
16,890
+312
111
$620K 0.16%
10,966
+284
112
$580K 0.15%
2,368
113
$563K 0.15%
2,850
+53
114
$558K 0.15%
9,946
-75
115
$549K 0.14%
2,644
-14
116
$511K 0.13%
4,271
-33
117
$498K 0.13%
12,469
+61
118
$484K 0.13%
3,106
-3
119
$474K 0.12%
3,540
+40
120
$457K 0.12%
3,401
-4
121
$455K 0.12%
4,333
+89
122
$455K 0.12%
2,855
+9
123
$448K 0.12%
3,391
-5,015
124
$416K 0.11%
3,906
-24
125
$402K 0.11%
2,279
+4
3 4
5
6 7