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
$142M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.33M
3
+$2.27M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.22M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.85M

Top Sells

1
+$2.68M
2
+$2.4M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.44M

Sector Composition

1 Technology 15.59%
2 Industrials 10.2%
3 Financials 4.92%
4 Healthcare 4.33%
5 Real Estate 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.56%
+9,888
52
$789K 0.56%
9,011
+816
53
$788K 0.55%
+7,937
54
$782K 0.55%
15,110
+1,467
55
$705K 0.5%
11,804
+586
56
$703K 0.49%
9,783
+786
57
$688K 0.48%
18,900
+990
58
$677K 0.48%
14,635
+1,039
59
$672K 0.47%
3,361
+476
60
$664K 0.47%
22,150
+9,114
61
$641K 0.45%
6,216
+514
62
$618K 0.43%
10,692
+101
63
$607K 0.43%
10,909
+1,648
64
$600K 0.42%
5,964
+202
65
$580K 0.41%
4,522
+212
66
$547K 0.38%
3,704
+257
67
$539K 0.38%
2,058
-281
68
$508K 0.36%
6,079
+317
69
$490K 0.34%
2,321
+236
70
$461K 0.32%
3,951
+517
71
$450K 0.32%
3,249
+211
72
$433K 0.3%
4,551
+379
73
$425K 0.3%
1,919
-1,218
74
$402K 0.28%
5,819
+208
75
$396K 0.28%
14,595
+2,003
1 2
3
4 5