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
$101M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.86M
3
+$4.56M
4
MMM icon
3M
MMM
+$3.19M
5
LRCX icon
Lam Research
LRCX
+$2.65M

Top Sells

1
+$16.4M
2
+$7.07M
3
+$4.74M
4
AAPL icon
Apple
AAPL
+$4.46M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.53M

Sector Composition

1 Technology 17.2%
2 Industrials 10.63%
3 Healthcare 3.85%
4 Financials 3.69%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$524K 0.52%
10,843
-7,195
52
$469K 0.46%
+2,362
53
$454K 0.45%
5,653
+2,454
54
$452K 0.45%
13,140
-1,819
55
$441K 0.44%
5,645
-402
56
$411K 0.41%
17,350
-1,850
57
$397K 0.39%
4,062
-3,513
58
$391K 0.39%
5,126
-4,375
59
$362K 0.36%
10,138
+7,115
60
$351K 0.35%
2,742
-785
61
$348K 0.34%
2,419
-2,175
62
$343K 0.34%
2,856
-3,165
63
$332K 0.33%
5,500
-2,760
64
$324K 0.32%
+2,176
65
$319K 0.32%
5,839
-5,065
66
$305K 0.3%
9,930
+1,644
67
$300K 0.3%
7,249
-281
68
$300K 0.3%
5,947
-4,204
69
$294K 0.29%
5,060
+1,320
70
$283K 0.28%
2,978
-4,068
71
$271K 0.27%
7,380
+588
72
$255K 0.25%
2,098
-25,379
73
$246K 0.24%
2,460
-163,962
74
$240K 0.24%
1,487
-2,763
75
$235K 0.23%
24,210
-167
1 2
3
4 5