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
126
$374K 0.1%
4,832
-12
127
$368K 0.1%
5,777
-14
128
$363K 0.1%
748
-7
129
$348K 0.09%
15,864
+6,022
130
$328K 0.09%
2,700
-24
131
$322K 0.08%
+3,096
132
$321K 0.08%
10,039
-22
133
$321K 0.08%
791
-1
134
$320K 0.08%
2,479
-47
135
$315K 0.08%
1,125
-19
136
$302K 0.08%
20,950
137
$298K 0.08%
5,380
-28
138
$295K 0.08%
929
+6
139
$271K 0.07%
303
-1
140
$269K 0.07%
2,986
+25
141
$265K 0.07%
15,144
-37
142
$256K 0.07%
2,457
143
$255K 0.07%
895
144
$245K 0.06%
6,715
-158
145
$238K 0.06%
5,669
+37
146
$235K 0.06%
+90
147
$231K 0.06%
+4,344
148
$223K 0.06%
2,194
+85
149
$200K 0.05%
+899
150
– –
-16,534
3 4 5
6
7