MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.37M
3
+$1.97M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.92M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.87M

Top Sells

1
+$3.99M
2
+$3.82M
3
+$3.15M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.12M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.11M

Sector Composition

1 Technology 13.44%
2 Industrials 9.16%
3 Financials 6.07%
4 Healthcare 5.34%
5 Real Estate 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 9.85%
46,212
+9,436
2
$10.5M 6.26%
108,861
-285
3
$8.17M 4.87%
39,453
-15,074
4
$7.17M 4.28%
36,352
+142
5
$7.07M 4.22%
17,603
+4,779
6
$6.61M 3.94%
81,369
-47,079
7
$4.8M 2.86%
43,630
+36,746
8
$3.79M 2.26%
46,763
-1,021
9
$3.78M 2.25%
22,902
+9,951
10
$3.25M 1.94%
23,526
-2,169
11
$3.04M 1.82%
26,638
-110
12
$2.94M 1.75%
242,220
+3,930
13
$2.36M 1.41%
9,725
+344
14
$2.15M 1.28%
9,226
+584
15
$2.14M 1.27%
26,072
+667
16
$2.01M 1.2%
24,352
+1,098
17
$1.99M 1.19%
4,240
+206
18
$1.97M 1.17%
+16,837
19
$1.93M 1.15%
12,033
+543
20
$1.89M 1.12%
26,178
-6,020
21
$1.87M 1.12%
+61,625
22
$1.87M 1.12%
53,755
+248
23
$1.85M 1.1%
+13,610
24
$1.83M 1.09%
+19,060
25
$1.79M 1.07%
4,626
+329
1
2 3 4 5