MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.47M
3
+$2.44M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.08M
5
RTN
Raytheon Company
RTN
+$1.07M

Top Sells

1
+$4.75M
2
+$2.44M
3
+$2.35M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.32M
5
WBA
Walgreens Boots Alliance
WBA
+$710K

Sector Composition

1 Industrials 8.46%
2 Financials 8.2%
3 Technology 7.31%
4 Healthcare 4.9%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.45%
3,313
+147
52
$491K 0.44%
7,964
+446
53
$450K 0.41%
3,799
+120
54
$441K 0.4%
9,634
+812
55
$437K 0.39%
2,702
+56
56
$418K 0.38%
4,415
+305
57
$398K 0.36%
+3,615
58
$379K 0.34%
3,983
-688
59
$375K 0.34%
10,971
-327
60
$365K 0.33%
4,896
+109
61
$361K 0.33%
4,528
-445
62
$347K 0.31%
6,869
+744
63
$334K 0.3%
9,911
+1,115
64
$329K 0.3%
9,573
+585
65
$327K 0.29%
2,108
+392
66
$323K 0.29%
1,612
+55
67
$320K 0.29%
7,187
-527
68
$313K 0.28%
5,434
-556
69
$309K 0.28%
4,290
+183
70
$308K 0.28%
11,386
+297
71
$305K 0.27%
8,077
+1,287
72
$304K 0.27%
2,667
+114
73
$293K 0.26%
2,626
+342
74
$286K 0.26%
4,849
+163
75
$276K 0.25%
1,143
-9,604
1 2
3
4 5