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
$327M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.76M
3
+$2.73M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.67M
5
AAPL icon
Apple
AAPL
+$1.04M

Top Sells

1
+$5.02M
2
+$3.02M
3
+$2.9M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.68M
5
NXPI icon
NXP Semiconductors
NXPI
+$803K

Sector Composition

1 Technology 22.99%
2 Financials 12.21%
3 Industrials 9.1%
4 Healthcare 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.59%
10,403
+2,890
52
$1.93M 0.59%
13,522
+1,540
53
$1.92M 0.59%
2,022
+235
54
$1.87M 0.57%
13,955
+479
55
$1.83M 0.56%
87,295
+6,453
56
$1.82M 0.56%
30,536
+2,271
57
$1.81M 0.55%
52,871
+7,954
58
$1.8M 0.55%
16,527
+1,334
59
$1.74M 0.53%
14,336
+1,066
60
$1.72M 0.53%
74,778
+40,704
61
$1.69M 0.52%
10,120
+1,268
62
$1.67M 0.51%
3,590
+319
63
$1.6M 0.49%
133,183
+9,886
64
$1.56M 0.48%
18,769
+439
65
$1.52M 0.46%
74,294
+14,181
66
$1.51M 0.46%
6,300
-3,345
67
$1.5M 0.46%
15,256
+437
68
$1.49M 0.46%
12,747
-424
69
$1.49M 0.46%
8,302
+312
70
$1.49M 0.46%
95,705
+8,342
71
$1.44M 0.44%
2,933
+344
72
$1.37M 0.42%
33,644
+3,815
73
$1.35M 0.41%
9,682
-1,105
74
$1.3M 0.4%
706
+119
75
$1.29M 0.4%
28,176
+935
1 2
3
4 5