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
$162M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$3.87M
3
+$3.02M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.48M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$2.34M

Top Sells

1
+$6.51M
2
+$6.33M
3
+$3.36M
4
NOC icon
Northrop Grumman
NOC
+$3.11M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$3.05M

Sector Composition

1 Technology 13.64%
2 Industrials 7.34%
3 Financials 6.11%
4 Healthcare 4.39%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.24%
4,694
+159
77
$393K 0.24%
7,530
-271
78
$392K 0.24%
2,727
-1,085
79
$382K 0.24%
5,734
-5,043
80
$369K 0.23%
2,321
+160
81
$367K 0.23%
+11,534
82
$364K 0.22%
4,836
-51
83
$338K 0.21%
633
-9
84
$328K 0.2%
3,740
+60
85
$326K 0.2%
1,394
+89
86
$325K 0.2%
+2,338
87
$320K 0.2%
+19,535
88
$311K 0.19%
3,784
+135
89
$303K 0.19%
650
-7
90
$301K 0.19%
8,286
-13,864
91
$293K 0.18%
6,792
-666
92
$291K 0.18%
3,023
-7,669
93
$289K 0.18%
24,377
+588
94
$286K 0.18%
6,399
+286
95
$284K 0.18%
5,110
+343
96
$278K 0.17%
1,200
-237
97
$271K 0.17%
+1,152
98
$264K 0.16%
4,109
+288
99
$260K 0.16%
1,480
-77
100
$257K 0.16%
1,245
1 2 3
4
5