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
$251M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.72M
3
+$2.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.78M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.17M

Top Sells

1
+$2.98M
2
+$2.92M
3
+$2.81M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.68M

Sector Composition

1 Technology 21.58%
2 Financials 8.78%
3 Industrials 8.71%
4 Healthcare 5.04%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.3M 18.45%
97,401
-6,274
2
$7.91M 3.15%
159,710
+1,080
3
$7.39M 2.95%
74,443
-25,151
4
$6.42M 2.56%
85,184
+23,582
5
$5.66M 2.26%
14,493
+584
6
$5.34M 2.13%
47,840
+7,490
7
$4.89M 1.95%
88,300
-1,965
8
$4.68M 1.87%
28,907
+387
9
$4.58M 1.83%
23,781
+1,324
10
$4.54M 1.81%
26,667
+1,625
11
$4.54M 1.81%
57,910
+2,820
12
$4.52M 1.8%
6,845
+477
13
$4.03M 1.61%
14,719
-1,871
14
$3.97M 1.58%
16,489
+516
15
$3.58M 1.43%
7,895
+594
16
$3.29M 1.31%
8,741
+509
17
$3M 1.2%
11,400
+1,012
18
$2.93M 1.17%
25,009
+9,996
19
$2.89M 1.15%
16,109
+721
20
$2.86M 1.14%
11,639
+631
21
$2.83M 1.13%
9,339
-1,424
22
$2.82M 1.12%
14,630
+3,549
23
$2.81M 1.12%
50,697
-2,398
24
$2.75M 1.1%
47,648
+2,292
25
$2.74M 1.09%
+26,234
1
2 3 4 5