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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.2M
3
+$2.14M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.65M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$777K

Top Sells

1
+$4.03M
2
+$3.79M
3
+$3.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.36M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.79M

Sector Composition

1 Technology 14.25%
2 Industrials 10.42%
3 Financials 6.86%
4 Healthcare 5.9%
5 Real Estate 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,954
2 3 4 5
6