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
$228M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.32M
3
+$3.2M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.8M

Top Sells

1
+$8.62M
2
+$3.75M
3
+$3.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.59M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.56M

Sector Composition

1 Technology 18.99%
2 Industrials 8.77%
3 Financials 7.36%
4 Healthcare 5.87%
5 Real Estate 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.61%
7,128
+887
52
$1.35M 0.59%
7,959
+826
53
$1.35M 0.59%
12,546
+1,834
54
$1.33M 0.58%
19,080
-2,905
55
$1.33M 0.58%
7,183
+1,241
56
$1.32M 0.58%
39,537
+11,886
57
$1.26M 0.55%
6,497
+1,223
58
$1.16M 0.51%
10,614
-1,847
59
$1.13M 0.5%
5,539
+846
60
$1.04M 0.46%
6,821
+569
61
$977K 0.43%
1,413
-40
62
$965K 0.42%
18,979
+62
63
$952K 0.42%
3,317
+545
64
$950K 0.42%
5,327
-17,316
65
$946K 0.41%
8,675
+695
66
$945K 0.41%
8,734
-580
67
$856K 0.37%
6,198
+379
68
$835K 0.37%
6,408
+559
69
$830K 0.36%
17,740
+3,219
70
$815K 0.36%
22,684
+4,519
71
$814K 0.36%
6,641
+250
72
$806K 0.35%
2,498
+219
73
$783K 0.34%
6,991
+602
74
$771K 0.34%
8,076
+245
75
$767K 0.34%
3,382
+264
1 2
3
4 5