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
$228M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.32M
3
+$3.2M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.8M

Top Sells

1
+$8.62M
2
+$3.75M
3
+$3.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.59M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.56M

Sector Composition

1 Technology 18.99%
2 Industrials 8.77%
3 Financials 7.36%
4 Healthcare 5.87%
5 Real Estate 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$749K 0.33%
9,227
-15,896
77
$743K 0.33%
17,880
+684
78
$740K 0.32%
2,104
+446
79
$720K 0.32%
6,515
-175
80
$698K 0.31%
5,384
+703
81
$652K 0.29%
38,823
+3,549
82
$590K 0.26%
1,724
+209
83
$577K 0.25%
11,708
-6
84
$568K 0.25%
2,170
+218
85
$555K 0.24%
10,729
+803
86
$553K 0.24%
1,059
+39
87
$552K 0.24%
17,983
+2,376
88
$507K 0.22%
4,751
-644
89
$472K 0.21%
7,588
+461
90
$466K 0.2%
3,246
+496
91
$439K 0.19%
3,631
+490
92
$407K 0.18%
3,398
+276
93
$404K 0.18%
2,665
+8
94
$402K 0.18%
1,180
95
$402K 0.18%
822
+43
96
$384K 0.17%
2,205
-333
97
$382K 0.17%
5,381
-1,584
98
$353K 0.15%
997
+26
99
$349K 0.15%
2,368
100
$348K 0.15%
6,077
+306
2 3
4
5 6