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
$189M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.98M
3
+$3.92M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.85M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$1.78M

Top Sells

1
+$4.08M
2
+$2.58M
3
+$2.44M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.62M
5
GLD icon
SPDR Gold Trust
GLD
+$1.61M

Sector Composition

1 Technology 14.04%
2 Industrials 7.15%
3 Financials 6.86%
4 Healthcare 4.96%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 8.01%
35,172
+2,008
2
$14.1M 7.5%
123,350
-6,364
3
$9.54M 5.06%
39,517
-2,264
4
$9.39M 4.98%
36,935
-5,826
5
$6.98M 3.7%
14,537
-242
6
$5.11M 2.71%
65,604
+11,508
7
$5.06M 2.68%
244,360
-3,680
8
$4.04M 2.14%
+27,101
9
$3.98M 2.11%
+14,539
10
$3.92M 2.08%
+30,811
11
$3.21M 1.7%
24,958
-682
12
$3.15M 1.67%
14,404
-11,178
13
$3.15M 1.67%
62,519
-19,197
14
$3.13M 1.66%
8,813
-107
15
$2.72M 1.44%
19,192
-663
16
$2.58M 1.37%
19,844
-818
17
$2.43M 1.29%
21,458
-125
18
$2.42M 1.28%
27,644
-706
19
$2.31M 1.22%
27,129
-3,051
20
$2.3M 1.22%
19,986
-939
21
$2.27M 1.2%
20,381
+16,606
22
$2.23M 1.18%
13,635
-24
23
$2.17M 1.15%
7,690
-11
24
$1.98M 1.05%
34,780
-560
25
$1.91M 1.01%
13,126
-286
1
2 3 4 5