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
$206M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.39M
3
+$1.99M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.79M
5
AAPL icon
Apple
AAPL
+$1.23M

Top Sells

1
+$2.72M
2
+$2.37M
3
+$1.67M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.47M
5
WEC icon
WEC Energy
WEC
+$822K

Sector Composition

1 Technology 15.88%
2 Industrials 7.39%
3 Financials 6.36%
4 Healthcare 5.17%
5 Real Estate 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 8.16%
35,372
+200
2
$13.6M 6.6%
119,115
-4,235
3
$12.2M 5.95%
44,107
+7,172
4
$10.4M 5.03%
39,144
-373
5
$7.41M 3.6%
14,311
-226
6
$6.93M 3.37%
235,650
-8,710
7
$5.28M 2.56%
67,052
+1,448
8
$4.64M 2.26%
26,144
+6,952
9
$4.43M 2.15%
14,487
-52
10
$4.36M 2.12%
10,957
+6,178
11
$4.13M 2.01%
35,885
+20,716
12
$3.89M 1.89%
24,740
-218
13
$3.45M 1.67%
8,824
+11
14
$3.37M 1.64%
25,396
+13,540
15
$3.04M 1.48%
13,674
-730
16
$3.04M 1.48%
62,184
-335
17
$2.79M 1.36%
21,563
+105
18
$2.79M 1.36%
36,692
+9,434
19
$2.62M 1.27%
7,788
+98
20
$2.5M 1.21%
34,750
-30
21
$2.45M 1.19%
19,049
-795
22
$2.33M 1.13%
26,728
-916
23
$2.19M 1.06%
13,841
+206
24
$2.19M 1.06%
19,032
-954
25
$2.19M 1.06%
13,121
-5
1
2 3 4 5