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
$181M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.2M
3
+$2.14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.65M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$777K

Top Sells

1
+$4.03M
2
+$3.79M
3
+$3.49M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.36M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.79M

Sector Composition

1 Technology 14.25%
2 Industrials 10.42%
3 Financials 6.86%
4 Healthcare 5.9%
5 Real Estate 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 7.85%
37,099
-9,113
2
$10.2M 5.67%
105,603
-3,258
3
$7.79M 4.31%
37,019
+667
4
$7.63M 4.22%
17,225
-378
5
$6.92M 3.83%
31,347
-8,106
6
$4.25M 2.35%
52,337
-29,032
7
$4.22M 2.34%
24,217
+1,315
8
$4.15M 2.3%
+30,577
9
$3.94M 2.18%
45,043
+18,865
10
$3.61M 2%
246,930
+4,710
11
$3.07M 1.7%
23,613
+87
12
$2.97M 1.65%
25,875
-763
13
$2.88M 1.6%
84,347
+22,722
14
$2.84M 1.57%
10,185
+460
15
$2.45M 1.35%
4,482
+242
16
$2.44M 1.35%
5,025
+399
17
$2.32M 1.29%
23,858
-2,214
18
$2.32M 1.28%
9,654
+428
19
$2.28M 1.26%
16,973
+759
20
$2.23M 1.23%
22,073
+904
21
$2.2M 1.22%
+12,956
22
$2.18M 1.21%
13,508
+1,031
23
$2.15M 1.19%
13,693
+526
24
$2.14M 1.19%
+28,762
25
$2.14M 1.18%
16,306
-531
1
2 3 4 5