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
$285M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.75M
3
+$2.74M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$7.26M
2
+$4.31M
3
+$2.82M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.7M
5
MCO icon
Moody's
MCO
+$1.23M

Sector Composition

1 Technology 22.01%
2 Financials 10.63%
3 Industrials 8.97%
4 Healthcare 6.16%
5 Energy 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.37%
9,359
-234
77
$1.05M 0.37%
+59,345
78
$1.01M 0.36%
+5,944
79
$993K 0.35%
+11,066
80
$974K 0.34%
+24,557
81
$925K 0.32%
29,197
+6,722
82
$921K 0.32%
2,307
+175
83
$913K 0.32%
51,477
+4,571
84
$911K 0.32%
+39,228
85
$896K 0.31%
6,882
-257
86
$895K 0.31%
6,745
+184
87
$869K 0.3%
17,410
+4,122
88
$852K 0.3%
+24,773
89
$845K 0.3%
5,598
+1,679
90
$843K 0.3%
16,514
+358
91
$838K 0.29%
6,559
+2,022
92
$821K 0.29%
7,542
+22
93
$806K 0.28%
6,834
+193
94
$683K 0.24%
6,769
-2,810
95
$616K 0.22%
+3,059
96
$616K 0.22%
8,500
+2,268
97
$611K 0.21%
+374
98
$586K 0.21%
+9,015
99
$586K 0.21%
4,529
-2,765
100
$584K 0.2%
+5,986
2 3
4
5 6