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
26
$894K 0.81%
13,461
+603
27
$881K 0.79%
10,474
+205
28
$825K 0.74%
7,577
-960
29
$806K 0.73%
10,434
+696
30
$794K 0.72%
5,906
+65
31
$788K 0.71%
4,665
+133
32
$787K 0.71%
4,289
+257
33
$779K 0.7%
61,261
-1,990
34
$773K 0.7%
1,428
+34
35
$693K 0.62%
4,065
+131
36
$682K 0.61%
12,263
+609
37
$662K 0.6%
7,101
+207
38
$660K 0.59%
8,536
+271
39
$640K 0.58%
10,675
+570
40
$639K 0.58%
23,406
+871
41
$625K 0.56%
8,276
+288
42
$624K 0.56%
3,850
-94
43
$610K 0.55%
9,730
+335
44
$605K 0.55%
5,542
+375
45
$604K 0.54%
4,449
+220
46
$601K 0.54%
9,752
+273
47
$583K 0.53%
7,300
+398
48
$522K 0.47%
10,028
+966
49
$506K 0.46%
8,124
+143
50
$502K 0.45%
5,239
+450
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