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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$7.28M
3 +$7.25M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.27%
2 Financials 8.01%
3 Technology 6.48%
4 Healthcare 5.22%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$83K 0.08%
+1,256
127
$82K 0.07%
+1,349
128
$78K 0.07%
+623
129
$78K 0.07%
+1,113
130
$74K 0.07%
+1,470
131
$72K 0.07%
+574
132
$70K 0.06%
+2,396
133
$69K 0.06%
+939
134
$67K 0.06%
+1,048
135
$66K 0.06%
+246
136
$64K 0.06%
+896
137
$63K 0.06%
+538
138
$60K 0.05%
+432
139
$57K 0.05%
+1,052
140
$55K 0.05%
+1,278
141
$51K 0.05%
+690
142
$50K 0.05%
+662
143
$49K 0.04%
+3,431
144
$48K 0.04%
+14,742
145
$47K 0.04%
+247
146
$46K 0.04%
+1,822
147
$45K 0.04%
+255
148
$42K 0.04%
+556
149
$41K 0.04%
+1,531
150
$40K 0.04%
+183