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
$142M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.33M
3
+$2.27M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.22M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.85M

Top Sells

1
+$2.68M
2
+$2.4M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.44M

Sector Composition

1 Technology 15.59%
2 Industrials 10.2%
3 Financials 4.92%
4 Healthcare 4.33%
5 Real Estate 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.28%
3,767
+595
77
$378K 0.27%
7,801
+157
78
$348K 0.24%
2,670
+105
79
$327K 0.23%
4,535
+195
80
$311K 0.22%
3,812
+100
81
$311K 0.22%
2,807
-1,742
82
$306K 0.22%
7,458
-144
83
$306K 0.22%
+1,437
84
$290K 0.2%
657
+29
85
$270K 0.19%
3,680
+580
86
$270K 0.19%
2,161
+336
87
$261K 0.18%
5,331
+456
88
$257K 0.18%
1,305
+48
89
$256K 0.18%
3,649
+189
90
$244K 0.17%
1,557
91
$242K 0.17%
4,767
+766
92
$241K 0.17%
491
+13
93
$241K 0.17%
6,113
+130
94
$229K 0.16%
4,887
+311
95
$228K 0.16%
2,885
+381
96
$223K 0.16%
23,789
-233
97
$222K 0.16%
3,821
+28
98
$219K 0.15%
1,245
99
$216K 0.15%
2,940
+60
100
$210K 0.15%
+642
1 2 3
4
5