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
$112M
AUM Growth
+$867K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$2.64M
3
+$2.44M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.34M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.09M

Top Sells

1
+$2.92M
2
+$2.65M
3
+$2.49M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.41M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.41M

Sector Composition

1 Financials 7.9%
2 Industrials 7.37%
3 Technology 7.08%
4 Healthcare 5.04%
5 Utilities 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.99M 7.14%
22,490
+5,885
2
$7.44M 6.65%
48,968
-5,638
3
$7.21M 6.45%
67,830
+1,767
4
$6.65M 5.95%
79,793
-24,246
5
$5.85M 5.23%
87,407
+39,376
6
$5.63M 5.03%
34,688
+24,505
7
– –
-51,224
8
$3.15M 2.81%
27,481
+515
9
$2.9M 2.6%
52,995
+204
10
$2.88M 2.58%
27,015
+427
11
$2.73M 2.44%
10,058
+3,034
12
$2.61M 2.33%
15,914
+14,912
13
$2.34M 2.09%
28,004
+27,985
14
$2.1M 1.87%
353,960
-34,800
15
$1.36M 1.22%
28,083
-336
16
$1.17M 1.05%
3,803
+83
17
$1.1M 0.99%
10,592
+130
18
$1.1M 0.98%
6,430
-113
19
$1.03M 0.92%
22,280
+172
20
$1.03M 0.92%
12,901
-560
21
$1.01M 0.9%
9,543
-32
22
$969K 0.87%
5,015
+64
23
$921K 0.82%
3,117
+70
24
$883K 0.79%
8,097
+520
25
$866K 0.77%
4,717
+52
1
2 3 4 5