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
$192M
AUM Growth
+$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$4.37M
3
+$3.81M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.75M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.55M

Top Sells

1
+$19.4M
2
+$14M
3
+$4.98M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$4.5M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.63M

Sector Composition

1 Technology 14.15%
2 Industrials 7.44%
3 Financials 6.75%
4 Healthcare 4.41%
5 Real Estate 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 7.79%
129,714
+70,387
2
$14.2M 7.4%
33,164
-45,404
3
$10.9M 5.7%
42,761
+14,886
4
$10.1M 5.27%
41,781
+489
5
$7.26M 3.78%
14,779
+6,527
6
$5.87M 3.06%
25,582
+10,553
7
$4.96M 2.58%
248,040
+48,640
8
$4.51M 2.35%
81,716
+79,256
9
$4.27M 2.22%
54,096
-22,317
10
$4.17M 2.17%
48,436
+43,484
11
$4.08M 2.12%
58,268
+50,753
12
$3.65M 1.9%
25,640
-303
13
$3.23M 1.68%
8,920
+5,218
14
$2.72M 1.42%
19,855
+13,478
15
$2.7M 1.41%
+20,662
16
$2.62M 1.36%
30,180
-51,883
17
$2.5M 1.3%
28,350
-252
18
$2.42M 1.26%
20,925
+18,827
19
$2.34M 1.22%
+17,437
20
$2.3M 1.2%
35,340
-215,200
21
$2.23M 1.16%
21,583
+15,039
22
$2.22M 1.16%
17,826
+6,983
23
$2.13M 1.11%
13,659
+2,008
24
$2.09M 1.09%
+7,701
25
$2.07M 1.08%
13,412
+3,975
1
2 3 4 5