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
$122M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.95M
3
+$3.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.76M

Top Sells

1
+$7.32M
2
+$3.23M
3
+$1.99M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.96M
5
WEC icon
WEC Energy
WEC
+$1.54M

Sector Composition

1 Technology 17.13%
2 Industrials 10.13%
3 Financials 5.98%
4 Healthcare 3.8%
5 Real Estate 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.02M 6.55%
24,917
+17,659
2
$7.32M 5.98%
41,032
+861
3
$6.51M 5.32%
57,972
+14,889
4
$6.17M 5.04%
72,944
+33,083
5
$5.45M 4.45%
17,368
+15,761
6
$4.93M 4.03%
71,067
+57,489
7
$4.76M 3.89%
25,253
-10,417
8
$3.91M 3.19%
87,155
+15,501
9
$3.08M 2.52%
240,680
+203,180
10
$3.03M 2.48%
18,302
+4,121
11
$2.78M 2.27%
50,098
-150
12
$2.77M 2.26%
24,144
+865
13
$2.76M 2.26%
+27,121
14
$2.6M 2.12%
+84,337
15
$2.57M 2.1%
24,329
-1,174
16
$2.52M 2.06%
28,645
+854
17
$1.96M 1.6%
8,349
+4,697
18
$1.94M 1.58%
8,162
-5,835
19
$1.85M 1.51%
25,256
-376
20
$1.56M 1.28%
11,225
+153
21
$1.56M 1.27%
25,563
+306
22
$1.5M 1.22%
15,799
+5,339
23
$1.49M 1.22%
19,170
-459
24
$1.44M 1.18%
6,549
+3,570
25
$1.29M 1.05%
12,740
+9,383
1
2 3 4