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
$101M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.53M
3
+$1.34M
4
IDU icon
iShares US Utilities ETF
IDU
+$875K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$487K

Top Sells

1
+$2.6M
2
+$1.86M
3
+$1.19M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$621K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Sector Composition

1 Technology 17.2%
2 Industrials 9.75%
3 Financials 4.94%
4 Healthcare 3.85%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.04%
11,651
+426
27
$1.03M 1.02%
3,412
+62
28
$985K 0.97%
6,986
+166
29
$923K 0.91%
9,973
+205
30
$909K 0.9%
5,762
+199
31
$896K 0.88%
6,830
+281
32
$889K 0.88%
3,702
+20
33
$885K 0.87%
10,040
+94
34
$875K 0.86%
+12,672
35
$852K 0.84%
10,968
+231
36
$835K 0.82%
6,865
+192
37
$830K 0.82%
25,426
+317
38
$761K 0.75%
3,752
+135
39
$728K 0.72%
199,400
+8,320
40
$718K 0.71%
13,272
+273
41
$683K 0.67%
8,657
+431
42
$667K 0.66%
10,606
+100
43
$656K 0.65%
7,334
+33
44
$637K 0.63%
2,927
+155
45
$607K 0.6%
1,381
+36
46
$604K 0.6%
7,515
-291
47
$550K 0.54%
4,952
+851
48
$548K 0.54%
6,184
-20,937
49
$543K 0.54%
3,257
+159
50
$534K 0.53%
5,480
+60
1
2
3 4