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
$104M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.51M
3
+$2.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.94M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.81M

Top Sells

1
+$2.71M
2
+$2.67M
3
+$2.48M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.2M
5
IDU icon
iShares US Utilities ETF
IDU
+$2.06M

Sector Composition

1 Industrials 8.93%
2 Technology 8.36%
3 Financials 4.91%
4 Healthcare 4.84%
5 Consumer Discretionary 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.38M 6.16%
122,196
+6,604
2
$6.36M 6.14%
58,308
-5,405
3
$6.06M 5.85%
38,550
-5,007
4
$5.9M 5.69%
70,093
-32,260
5
$5.16M 4.99%
+120,307
6
$4.46M 4.31%
12,925
-781
7
$4.28M 4.13%
25,679
+10,845
8
$3.57M 3.45%
12,643
-5,933
9
$2.83M 2.74%
23,794
-1,290
10
$2.75M 2.66%
28,051
+360
11
$2.72M 2.63%
41,994
+38,370
12
$2.6M 2.51%
23,639
-1,150
13
$2.51M 2.43%
+37,044
14
$2.51M 2.42%
45,122
+29,472
15
$2.31M 2.23%
26,705
+22,445
16
$1.98M 1.91%
12,905
-779
17
$1.64M 1.58%
25,686
-2,211
18
$1.6M 1.54%
355,680
+8,360
19
$1.46M 1.41%
8,071
+1,600
20
$1.23M 1.19%
15,422
+395
21
$1.21M 1.17%
25,564
+2,120
22
$1.17M 1.13%
15,553
+4,946
23
$1.15M 1.11%
6,298
+1,258
24
$1.14M 1.1%
6,794
+777
25
$1.1M 1.06%
10,874
+298
1
2 3 4 5