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
$192M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.37M
3
+$3.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.75M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.55M

Top Sells

1
+$19.4M
2
+$14M
3
+$4.98M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$4.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.63M

Sector Composition

1 Technology 14.15%
2 Industrials 7.44%
3 Financials 6.75%
4 Healthcare 4.41%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,224
127
– –
-13,180
2 3 4 5
6