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
$142M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.33M
3
+$2.27M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.22M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.85M

Top Sells

1
+$2.68M
2
+$2.4M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.44M

Sector Composition

1 Technology 15.59%
2 Industrials 10.2%
3 Financials 4.92%
4 Healthcare 4.33%
5 Real Estate 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.93%
3,468
+165
27
$1.31M 0.92%
17,851
+956
28
$1.3M 0.91%
3,919
+124
29
$1.27M 0.89%
13,186
+844
30
$1.22M 0.86%
11,982
+565
31
$1.22M 0.86%
10,777
+532
32
$1.21M 0.85%
226,360
+14,280
33
$1.16M 0.81%
7,950
+313
34
$1.15M 0.81%
3,638
+139
35
$1.13M 0.79%
11,666
+675
36
$1.09M 0.77%
7,412
+329
37
$1.06M 0.74%
4,161
+249
38
$1.06M 0.74%
27,684
+1,518
39
$1.05M 0.74%
9,657
+576
40
$1.02M 0.71%
8,034
+1,024
41
$1.01M 0.71%
8,715
-339
42
$967K 0.68%
4,461
-11,079
43
$956K 0.67%
3,802
+322
44
$929K 0.65%
11,648
+778
45
$888K 0.62%
65,900
+4,310
46
$878K 0.62%
7,524
+422
47
$859K 0.6%
3,093
-6,271
48
$845K 0.59%
1,499
+72
49
$805K 0.57%
3,331
+246
50
$800K 0.56%
5,080
-40
1
2
3 4 5