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
$162M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$3.87M
3
+$3.02M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.48M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$2.34M

Top Sells

1
+$6.51M
2
+$6.33M
3
+$3.36M
4
NOC icon
Northrop Grumman
NOC
+$3.11M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.05M

Sector Composition

1 Technology 13.64%
2 Industrials 7.34%
3 Financials 6.11%
4 Healthcare 4.39%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.96%
18,038
+6,234
27
$1.54M 0.95%
30,469
+1,812
28
$1.44M 0.89%
12,006
+24
29
$1.36M 0.84%
5,711
+2,073
30
$1.29M 0.8%
+18,065
31
$1.27M 0.78%
10,756
-910
32
$1.25M 0.77%
3,527
-177
33
$1.22M 0.75%
10,416
+3,163
34
$1.21M 0.75%
7,935
-17,628
35
$1.14M 0.7%
+38,764
36
$1.1M 0.68%
3,610
-10,194
37
$1.1M 0.68%
8,615
+581
38
$1.09M 0.67%
1,510
+11
39
$1.09M 0.67%
11,659
-6,192
40
$1.08M 0.67%
+11,760
41
$1.08M 0.66%
9,825
+168
42
$1.07M 0.66%
8,260
+2,441
43
$1.05M 0.65%
7,447
+35
44
$1.03M 0.63%
+7,501
45
$1.02M 0.63%
4,594
+792
46
$1.02M 0.63%
9,501
+490
47
$1.01M 0.62%
28,165
+481
48
$1M 0.62%
10,151
+368
49
$981K 0.6%
4,266
+105
50
$978K 0.6%
10,800
+7,915
1
2
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