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
$203M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$4.58M
3
+$4.26M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.25M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$2.14M

Top Sells

1
+$4.43M
2
+$4.36M
3
+$4.13M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.79M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.99M

Sector Composition

1 Technology 15.51%
2 Industrials 8.02%
3 Financials 6.02%
4 Healthcare 5.32%
5 Real Estate 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 7.73%
34,786
-586
2
$14M 6.89%
130,743
+11,628
3
$13.2M 6.5%
50,333
+6,226
4
$8.65M 4.25%
34,578
-4,566
5
$8.27M 4.07%
16,858
+2,547
6
$7.19M 3.53%
86,212
+69,368
7
$6.43M 3.16%
235,700
+50
8
$4.84M 2.38%
65,734
-1,318
9
$4.58M 2.25%
+113,200
10
$4.41M 2.17%
25,242
-902
11
$4.26M 2.1%
+25,661
12
$4.25M 2.09%
+111,011
13
$3.39M 1.67%
27,783
+8,734
14
$3.29M 1.62%
24,978
+238
15
$3.08M 1.51%
9,113
+289
16
$2.84M 1.4%
62,975
+791
17
$2.64M 1.3%
22,436
+873
18
$2.57M 1.26%
12,511
-1,163
19
$2.55M 1.25%
8,263
+475
20
$2.25M 1.11%
27,304
+576
21
$2.23M 1.1%
24,539
+2,341
22
$2.2M 1.08%
8,041
+269
23
$2.14M 1.05%
+17,851
24
$2.08M 1.02%
+11,489
25
$2.05M 1.01%
+12,711
1
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