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
$127M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.67M
3
+$2.57M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.06M

Top Sells

1
+$9.76M
2
+$5.36M
3
+$3.77M
4
LRCX icon
Lam Research
LRCX
+$2.54M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.2M

Sector Composition

1 Technology 15.26%
2 Industrials 11.24%
3 Financials 4.66%
4 Healthcare 4.02%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 9.12%
97,977
+38,650
2
$7.8M 6.14%
45,412
+4,120
3
$7.69M 6.05%
42,684
+14,809
4
$7.42M 5.84%
24,062
-2,722
5
$6.37M 5.01%
25,011
+7,000
6
$2.98M 2.35%
15,540
+162
7
$2.7M 2.12%
7,103
-1,358
8
$2.68M 2.11%
18,726
+3,697
9
$2.68M 2.11%
26,795
+20,611
10
$2.61M 2.06%
21,436
+19,338
11
$2.57M 2.02%
+19,219
12
$2.32M 1.83%
9,364
-2,744
13
$2.32M 1.82%
8,433
+181
14
$2.25M 1.77%
24,628
-880
15
$2.16M 1.7%
54,057
+5,320
16
$2.15M 1.7%
35,411
+10,882
17
$1.62M 1.27%
26,766
+823
18
$1.57M 1.23%
19,296
+16,934
19
$1.48M 1.17%
+8,847
20
$1.45M 1.14%
16,681
-61,887
21
$1.43M 1.12%
12,553
+5,567
22
$1.4M 1.1%
20,258
+626
23
$1.39M 1.1%
6,839
+1,077
24
$1.3M 1.02%
13,272
+254
25
$1.23M 0.97%
3,795
+93
1
2 3 4 5