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
$228M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.32M
3
+$3.2M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.8M

Top Sells

1
+$8.62M
2
+$3.75M
3
+$3.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.59M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.56M

Sector Composition

1 Technology 18.99%
2 Industrials 8.77%
3 Financials 7.36%
4 Healthcare 5.87%
5 Real Estate 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.04%
24,268
+1,537
27
$2.31M 1.01%
5,069
+457
28
$2.28M 1%
42,091
+4,301
29
$2.27M 0.99%
16,819
+2,295
30
$2.13M 0.93%
10,392
+837
31
$2.03M 0.89%
+5,483
32
$1.98M 0.87%
16,602
+1,332
33
$1.95M 0.85%
22,537
+1,474
34
$1.88M 0.82%
8,914
+2,138
35
$1.79M 0.79%
16,259
+189
36
$1.77M 0.78%
15,365
+526
37
$1.74M 0.76%
33,490
+9,064
38
$1.7M 0.75%
43,096
+12,035
39
$1.68M 0.74%
6,873
+1,889
40
$1.61M 0.7%
12,739
+2,118
41
$1.58M 0.69%
16,380
+837
42
$1.52M 0.67%
13,005
+167
43
$1.51M 0.66%
6,810
+849
44
$1.51M 0.66%
13,513
+450
45
$1.51M 0.66%
6,360
+734
46
$1.48M 0.65%
13,027
+2,700
47
$1.48M 0.65%
19,701
-2,855
48
$1.46M 0.64%
5,007
+526
49
$1.45M 0.64%
9,225
+1,732
50
$1.4M 0.61%
12,659
+1,285
1
2
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