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
$299M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.9M
3
+$2.78M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.78M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48M

Top Sells

1
+$3.04M
2
+$2.8M
3
+$2.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.68M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M

Sector Composition

1 Technology 23.5%
2 Financials 11.07%
3 Industrials 8.49%
4 Healthcare 5.87%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.54%
8,852
+1,115
52
$1.6M 0.54%
28,265
+3,310
53
$1.6M 0.53%
7,449
+211
54
$1.6M 0.53%
13,476
+86
55
$1.53M 0.51%
3,271
+212
56
$1.52M 0.51%
3,437
+867
57
$1.52M 0.51%
13,171
-2,099
58
$1.51M 0.5%
123,297
+14,467
59
$1.5M 0.5%
18,330
-741
60
$1.49M 0.5%
10,787
+64
61
$1.46M 0.49%
62,693
+23,465
62
$1.45M 0.49%
7,513
+585
63
$1.44M 0.48%
13,542
+642
64
$1.41M 0.47%
1,787
+136
65
$1.4M 0.47%
7,990
-4
66
$1.39M 0.46%
14,819
-412
67
$1.33M 0.45%
13,270
+7,284
68
$1.31M 0.44%
31,303
+861
69
$1.27M 0.43%
60,113
+8,636
70
$1.25M 0.42%
87,363
+48,975
71
$1.22M 0.41%
7,818
-4,140
72
$1.16M 0.39%
27,241
-62,933
73
$1.15M 0.38%
2,589
+282
74
$1.13M 0.38%
6,178
+580
75
$1.1M 0.37%
15,217
-804
1 2
3
4 5