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
$327M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.76M
3
+$2.73M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.67M
5
AAPL icon
Apple
AAPL
+$1.04M

Top Sells

1
+$5.02M
2
+$3.02M
3
+$2.9M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.68M
5
NXPI icon
NXP Semiconductors
NXPI
+$803K

Sector Composition

1 Technology 22.99%
2 Financials 12.21%
3 Industrials 9.1%
4 Healthcare 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.96%
11,534
+906
27
$3.12M 0.95%
51,114
+180
28
$3.11M 0.95%
14,986
+268
29
$3.09M 0.95%
18,849
-1,650
30
$2.83M 0.87%
10,292
+751
31
$2.77M 0.85%
23,658
+105
32
$2.76M 0.85%
+11,374
33
$2.76M 0.84%
+27,066
34
$2.72M 0.83%
7,258
-485
35
$2.71M 0.83%
5,545
-267
36
$2.71M 0.83%
8,397
+330
37
$2.67M 0.82%
+40,450
38
$2.59M 0.79%
13,096
+758
39
$2.57M 0.79%
23,269
+2,808
40
$2.5M 0.76%
24,937
+1,511
41
$2.43M 0.74%
4,608
+170
42
$2.4M 0.73%
10,326
+694
43
$2.37M 0.72%
101,069
+38,376
44
$2.32M 0.71%
6,376
+173
45
$2.27M 0.69%
34,441
+2,551
46
$2.21M 0.68%
4,474
+310
47
$2.18M 0.67%
12,121
+385
48
$2.15M 0.66%
4,359
+922
49
$2.13M 0.65%
9,243
+267
50
$2.02M 0.62%
8,139
+690
1
2
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