MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
This Quarter Return
+12.11%
1 Year Return
+20.36%
3 Year Return
+89.51%
5 Year Return
+135.45%
10 Year Return
–
AUM
$285M
AUM Growth
+$285M
(+14%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
34.67%
Holding
155
New
26
Increased
68
Reduced
49
Closed
8
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.21M |
| 2 |
Edwards Lifesciences
EW
|
$3.02M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.75M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.74M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$2.66M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.26M |
| 2 |
NVIDIA
NVDA
|
$4.31M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.82M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$2.7M |
| 5 |
Moody's
MCO
|
$1.23M |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Financials | 10.63% |
| 3 | Industrials | 8.97% |
| 4 | Healthcare | 6.16% |
| 5 | Energy | 4.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Technology Select Sector SPDR Fund
XLK
$82.6B
| – | – |
-14,630
| Closed | -$2.82M |
|