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
$299M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.9M
3
+$2.78M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.78M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48M

Top Sells

1
+$3.04M
2
+$2.8M
3
+$2.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.68M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M

Sector Composition

1 Technology 23.5%
2 Financials 11.07%
3 Industrials 8.49%
4 Healthcare 5.87%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 0.94%
7,743
-410
27
$2.78M 0.93%
+5,812
28
$2.76M 0.92%
19,931
+2,189
29
$2.68M 0.9%
24,331
+574
30
$2.65M 0.89%
18,797
+1,474
31
$2.61M 0.87%
9,419
+433
32
$2.6M 0.87%
9,645
+232
33
$2.53M 0.85%
23,426
+1,012
34
$2.52M 0.84%
8,067
-21
35
$2.51M 0.84%
23,553
+829
36
$2.51M 0.84%
4,969
+571
37
$2.5M 0.84%
9,541
+455
38
$2.46M 0.82%
10,628
+1,793
39
$2.26M 0.76%
20,461
-3,235
40
$2.12M 0.71%
12,338
-5,362
41
$2.05M 0.68%
8,976
-204
42
$1.96M 0.66%
11,982
+1,190
43
$1.93M 0.65%
4,438
-205
44
$1.88M 0.63%
4,164
+211
45
$1.87M 0.63%
9,632
+339
46
$1.78M 0.6%
6,203
+134
47
$1.75M 0.59%
15,193
+994
48
$1.75M 0.58%
11,736
+165
49
$1.74M 0.58%
44,917
+3,794
50
$1.68M 0.56%
80,842
+9,373
1
2
3 4 5