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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$7.28M
3 +$7.25M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.76M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.51M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.27%
2 Financials 8.01%
3 Technology 6.48%
4 Healthcare 5.22%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26K 0.02%
+1,932
177
$25K 0.02%
+952
178
$25K 0.02%
+1,239
179
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182
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$23K 0.02%
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184
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+250
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$22K 0.02%
+1,041
186
$21K 0.02%
+387
187
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188
$20K 0.02%
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$17K 0.02%
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200
$17K 0.02%
+206