We are live on ! Find out more
MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$3.46M
3
+$2.34M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.24M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.13M

Top Sells

1
+$2.62M
2
+$2.57M
3
+$2.38M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.24M
5
BMO icon
Bank of Montreal
BMO
+$635K

Sector Composition

1 Industrials 6.83%
2 Technology 6.57%
3 Healthcare 6.56%
4 Financials 6.29%
5 Utilities 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-497
152
– –
-65
153
– –
-70
154
– –
-100
155
– –
-24
156
– –
-3,212
157
– –
-427
158
– –
-1,620
159
– –
-1,127
160
– –
-301
161
– –
-1,000
162
– –
-74
163
– –
-95
164
– –
-4,123
165
– –
-844
166
– –
-100
167
– –
-123
168
– –
-83
169
– –
-234
170
– –
-47
171
– –
-65
172
– –
-78
173
– –
-476
174
– –
-58
175
– –
-146
5 6
7
8 9