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
$101M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$4.98M
2 +$4.86M
3 +$4.56M
4
MMM icon
3M
MMM
+$3.19M
5
LRCX icon
Lam Research
LRCX
+$2.65M

Top Sells

1 +$16.4M
2 +$7.07M
3 +$4.74M
4
AAPL icon
Apple
AAPL
+$4.46M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.53M

Sector Composition

1 Technology 17.2%
2 Industrials 10.63%
3 Healthcare 3.85%
4 Financials 3.69%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.03M 1.02%
3,412
-2,299
27
$985K 0.97%
6,986
+1,735
28
$923K 0.91%
9,973
+4,239
29
$909K 0.9%
5,762
-4,654
30
$896K 0.88%
6,830
-11,235
31
$889K 0.88%
3,702
-5,231
32
$885K 0.87%
10,040
-716
33
$875K 0.86%
+6,336
34
$852K 0.84%
10,968
-1,038
35
$835K 0.82%
6,865
-582
36
$830K 0.82%
25,426
-2,739
37
$761K 0.75%
3,752
-514
38
$728K 0.72%
199,400
-60,040
39
$718K 0.71%
13,272
-1,021
40
$683K 0.67%
8,657
-1,168
41
$667K 0.66%
10,606
+7,259
42
$656K 0.65%
7,334
+2,770
43
$637K 0.63%
2,927
-506
44
$619K 0.61%
+5,741
45
$607K 0.6%
1,381
-129
46
$604K 0.6%
+7,515
47
$550K 0.54%
4,952
-42,664
48
$548K 0.54%
+6,184
49
$543K 0.54%
3,257
+1,219
50
$534K 0.53%
5,480
+420