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
$101M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.53M
3
+$1.34M
4
IDU icon
iShares US Utilities ETF
IDU
+$875K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$487K

Top Sells

1
+$2.6M
2
+$1.86M
3
+$1.19M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$621K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$375K

Sector Composition

1 Technology 17.2%
2 Industrials 9.75%
3 Financials 4.94%
4 Healthcare 3.85%
5 Real Estate 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$524K 0.52%
10,843
+483
52
$469K 0.46%
2,362
+89
53
$454K 0.45%
5,653
+2,929
54
$452K 0.45%
13,140
+310
55
$441K 0.44%
5,645
-23
56
$411K 0.41%
17,350
+200
57
$397K 0.39%
4,062
+202
58
$391K 0.39%
5,126
+206
59
$362K 0.36%
10,138
+201
60
$351K 0.35%
2,742
+92
61
$348K 0.34%
2,419
+91
62
$343K 0.34%
2,856
+207
63
$332K 0.33%
5,500
-70
64
$324K 0.32%
2,176
+19
65
$319K 0.32%
5,839
+1,556
66
$305K 0.3%
9,930
+338
67
$300K 0.3%
7,249
-993
68
$300K 0.3%
5,947
+249
69
$294K 0.29%
5,060
+300
70
$283K 0.28%
2,978
+206
71
$271K 0.27%
7,380
-530
72
$255K 0.25%
+2,098
73
$246K 0.24%
2,460
+118
74
$240K 0.24%
1,487
+150
75
$235K 0.23%
24,210
-1,268
1 2
3
4