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
$108M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.06M
3
+$872K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$767K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$594K

Top Sells

1
+$2.3M
2
+$2.29M
3
+$2.01M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$408K
5
GLD icon
SPDR Gold Trust
GLD
+$394K

Sector Composition

1 Industrials 9.55%
2 Technology 8.96%
3 Financials 5.08%
4 Healthcare 4.4%
5 Utilities 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.87M 6.38%
61,719
+3,411
2
$6.3M 5.84%
38,695
+145
3
$5.92M 5.49%
69,861
-232
4
$5.19M 4.82%
30,131
+4,452
5
$4.68M 4.35%
13,212
+287
6
$4.16M 3.86%
78,622
-43,574
7
$3.85M 3.57%
13,144
+501
8
$3.25M 3.01%
49,371
+7,377
9
$2.94M 2.73%
23,647
-147
10
$2.87M 2.66%
66,911
-53,396
11
$2.66M 2.47%
23,487
-152
12
$2.63M 2.44%
26,452
-1,599
13
$2.62M 2.43%
36,736
-308
14
$2.6M 2.41%
16,496
+13,970
15
$2.58M 2.39%
33,025
+26,406
16
$2.34M 2.17%
26,808
+103
17
$2.06M 1.91%
13,272
+367
18
$1.58M 1.46%
8,080
+9
19
$1.36M 1.27%
332,240
-23,440
20
$1.32M 1.23%
15,715
+293
21
$1.31M 1.22%
15,686
+133
22
$1.22M 1.14%
10,952
+78
23
$1.21M 1.12%
19,563
-6,123
24
$1.16M 1.08%
23,420
-2,144
25
$1.15M 1.07%
6,824
+30
1
2 3 4