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
$111M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.47M
3
+$2.44M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.08M
5
RTN
Raytheon Company
RTN
+$1.07M

Top Sells

1
+$4.75M
2
+$2.44M
3
+$2.35M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.32M
5
WBA
Walgreens Boots Alliance
WBA
+$710K

Sector Composition

1 Industrials 8.46%
2 Financials 8.2%
3 Technology 7.31%
4 Healthcare 4.9%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
+73
277
$4K ﹤0.01%
112
+28
278
$4K ﹤0.01%
81
279
$4K ﹤0.01%
+38
280
$4K ﹤0.01%
79
281
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131
+77
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$3K ﹤0.01%
32
283
$3K ﹤0.01%
42
-287
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$3K ﹤0.01%
55
285
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52
-27
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90
-90
287
$3K ﹤0.01%
50
288
$3K ﹤0.01%
74
-50
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94
290
$3K ﹤0.01%
56
+4
291
$2K ﹤0.01%
34
292
$2K ﹤0.01%
86
293
$2K ﹤0.01%
+42
294
$2K ﹤0.01%
51
295
$2K ﹤0.01%
35
296
$2K ﹤0.01%
36
-89
297
$2K ﹤0.01%
+99
298
$2K ﹤0.01%
+19
299
$2K ﹤0.01%
+80
300
$2K ﹤0.01%
24
10 11
12
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