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
1
$7.49M 6.84%
+50,414
2
$7.28M 6.64%
+66,546
3
$7.25M 6.62%
+143,236
4
$5.76M 5.26%
+16,666
5
$3.51M 3.21%
+41,867
6
$3.35M 3.06%
+47,682
7
$3.34M 3.05%
+70,882
8
$3.19M 2.91%
+26,213
9
$3.02M 2.75%
+25,966
10
$2.98M 2.72%
+53,334
11
$2.66M 2.43%
+10,747
12
$2.6M 2.38%
+17,077
13
$2.59M 2.37%
+19,238
14
$2.51M 2.29%
+16,133
15
$2.12M 1.94%
+13,410
16
$1.85M 1.69%
+382,440
17
$1.18M 1.07%
+3,832
18
$1.08M 0.98%
+10,081
19
$1.05M 0.96%
+28,014
20
$968K 0.88%
+3,627
21
$955K 0.87%
+6,470
22
$945K 0.86%
+8,537
23
$922K 0.84%
+2,872
24
0
25
$886K 0.81%
+10,269