MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.86M
3
+$4.56M
4
MMM icon
3M
MMM
+$3.19M
5
LRCX icon
Lam Research
LRCX
+$2.65M

Top Sells

1
+$16.4M
2
+$7.07M
3
+$4.74M
4
AAPL icon
Apple
AAPL
+$4.46M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.53M

Sector Composition

1 Technology 17.2%
2 Industrials 10.63%
3 Healthcare 3.85%
4 Financials 3.69%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.23%
3,221
-1,473
77
$232K 0.23%
6,106
-136
78
$101K 0.1%
10,448
+6,725
79
$3K ﹤0.01%
+13,180
80
– –
-837
81
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-7,501
82
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-26,768
83
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-17,075
84
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-11,534
85
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-11,828
86
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-2,338
87
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-500
88
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-4,193
89
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-633
90
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-4,109
91
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-2,368
92
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93
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94
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95
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-6,399
96
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-3,187
97
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-10,800
98
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-15,697
99
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-6,835
100
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-5,110
1 2 3
4
5