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
$204M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.92M
3
+$5.76M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$4.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.33M

Top Sells

1
+$7.79M
2
+$7.69M
3
+$4.22M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.15M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M

Sector Composition

1 Technology 16.67%
2 Industrials 8.74%
3 Financials 7.22%
4 Healthcare 5.54%
5 Real Estate 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 13.44%
67,134
+30,035
2
$12.2M 5.98%
51,960
+20,613
3
$10.1M 4.92%
100,969
-4,634
4
$6.97M 3.41%
250,780
+3,850
5
$6.42M 3.14%
89,744
+60,596
6
$5.92M 2.9%
+118,370
7
$5.76M 2.82%
+59,611
8
$4.15M 2.03%
22,643
+9,687
9
$3.77M 1.85%
22,872
-741
10
$3.75M 1.83%
95,692
+48,007
11
$3.73M 1.83%
12,202
+2,017
12
$3.7M 1.81%
34,809
+15,072
13
$3.59M 1.76%
26,213
+24,617
14
$3.19M 1.56%
25,962
+2,104
15
$2.77M 1.36%
21,266
+4,293
16
$2.61M 1.28%
5,521
+496
17
$2.44M 1.2%
46,100
+7,850
18
$2.43M 1.19%
14,173
+480
19
$2.31M 1.13%
14,524
+1,016
20
$2.27M 1.11%
13,905
+1,338
21
$2.23M 1.09%
22,731
+658
22
$2.22M 1.08%
26,797
+932
23
$2.14M 1.04%
7,406
-2,248
24
$2.13M 1.04%
4,612
+130
25
$2.13M 1.04%
13,968
+199
1
2 3 4 5