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
$203M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.58M
3
+$4.26M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.25M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.14M

Top Sells

1
+$4.43M
2
+$4.36M
3
+$4.13M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.79M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.99M

Sector Composition

1 Technology 15.51%
2 Industrials 8.02%
3 Financials 6.02%
4 Healthcare 5.32%
5 Real Estate 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,957
127
– –
-12,806
128
– –
-3,882
129
– –
-11,449
130
– –
-14,013
131
– –
-843
132
– –
-4,744
2 3 4 5
6