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
$299M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.9M
3
+$2.78M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.78M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48M

Top Sells

1
+$3.04M
2
+$2.8M
3
+$2.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.68M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M

Sector Composition

1 Technology 23.5%
2 Financials 11.07%
3 Industrials 8.49%
4 Healthcare 5.87%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.36%
66,917
+7,572
77
$1.07M 0.36%
8,157
-87
78
$1.06M 0.35%
28,433
+3,876
79
$1.02M 0.34%
29,829
+632
80
$1.01M 0.34%
6,131
-1,776
81
$988K 0.33%
587
+213
82
$984K 0.33%
9,473
+114
83
$984K 0.33%
7,484
+650
84
$967K 0.32%
6,942
+197
85
$963K 0.32%
6,141
+197
86
$905K 0.3%
25,343
-11,286
87
$897K 0.3%
11,900
+197
88
$896K 0.3%
10,224
+1,724
89
$877K 0.29%
5,058
+1,999
90
$858K 0.29%
16,988
+4,706
91
$857K 0.29%
27,678
-18,724
92
$847K 0.28%
6,731
+172
93
$816K 0.27%
17,180
-230
94
$808K 0.27%
15,814
-700
95
$772K 0.26%
7,211
-331
96
$772K 0.26%
34,074
+24,242
97
$765K 0.26%
26,000
+1,227
98
$753K 0.25%
31,391
+15,022
99
$688K 0.23%
6,471
-298
100
$638K 0.21%
4,614
+85
2 3
4
5 6