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
$285M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.75M
3
+$2.74M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$7.26M
2
+$4.31M
3
+$2.82M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.7M
5
MCO icon
Moody's
MCO
+$1.23M

Sector Composition

1 Technology 22.01%
2 Financials 10.63%
3 Industrials 8.97%
4 Healthcare 6.16%
5 Energy 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.62%
6,069
+315
52
$1.73M 0.61%
14,199
+6,206
53
$1.66M 0.58%
10,723
+1,209
54
$1.65M 0.58%
3,953
+1,024
55
$1.64M 0.58%
13,390
-1,510
56
$1.56M 0.55%
19,071
-69
57
$1.49M 0.52%
71,469
+14,167
58
$1.44M 0.51%
24,955
+4,958
59
$1.44M 0.51%
15,231
+819
60
$1.44M 0.5%
+41,123
61
$1.4M 0.49%
12,900
-1,750
62
$1.38M 0.49%
7,907
-769
63
$1.38M 0.48%
108,830
+21,522
64
$1.38M 0.48%
1,651
+141
65
$1.35M 0.47%
10,792
+1,294
66
$1.29M 0.45%
30,442
+6,489
67
$1.29M 0.45%
7,994
-268
68
$1.28M 0.45%
3,059
+357
69
$1.26M 0.44%
36,629
+6,745
70
$1.25M 0.44%
6,928
-273
71
$1.24M 0.43%
2,570
+1,866
72
$1.18M 0.41%
7,737
+3,100
73
$1.17M 0.41%
16,021
-162
74
$1.1M 0.39%
11,703
-6,193
75
$1.08M 0.38%
8,244
+5,158
1 2
3
4 5