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
$162M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$3.87M
3
+$3.02M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.48M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$2.34M

Top Sells

1
+$6.51M
2
+$6.33M
3
+$3.36M
4
NOC icon
Northrop Grumman
NOC
+$3.11M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.05M

Sector Composition

1 Technology 13.64%
2 Industrials 7.34%
3 Financials 6.11%
4 Healthcare 4.39%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.58%
+2,503
52
$930K 0.57%
4,250
+889
53
$886K 0.55%
+6,416
54
$840K 0.52%
19,200
+300
55
$824K 0.51%
5,060
-20
56
$802K 0.49%
7,046
+830
57
$784K 0.48%
14,959
+324
58
$771K 0.48%
3,433
+102
59
$765K 0.47%
+11,828
60
$739K 0.46%
3,199
-2,765
61
$712K 0.44%
14,293
-817
62
$691K 0.43%
4,564
-3,386
63
$619K 0.38%
4,193
+242
64
$613K 0.38%
10,904
-5
65
$600K 0.37%
6,021
+2,772
66
$575K 0.35%
4,055
+288
67
$557K 0.34%
2,038
-20
68
$554K 0.34%
2,437
+116
69
$529K 0.33%
+4,786
70
$523K 0.32%
6,047
-32
71
$510K 0.31%
3,494
-16,787
72
$502K 0.31%
3,723
-7,958
73
$496K 0.31%
3,347
-8,301
74
$475K 0.29%
15,697
+1,102
75
$472K 0.29%
4,695
+144
1 2
3
4 5