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
$327M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.76M
3
+$2.73M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.67M
5
AAPL icon
Apple
AAPL
+$1.04M

Top Sells

1
+$5.02M
2
+$3.02M
3
+$2.9M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.68M
5
NXPI icon
NXP Semiconductors
NXPI
+$803K

Sector Composition

1 Technology 22.99%
2 Financials 12.21%
3 Industrials 9.1%
4 Healthcare 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.39%
14,614
+2,714
77
$1.21M 0.37%
24,094
+7,106
78
$1.18M 0.36%
8,400
+243
79
$1.18M 0.36%
12,260
+2,036
80
$1.13M 0.35%
6,842
+664
81
$1.13M 0.34%
9,892
+419
82
$1.12M 0.34%
22,746
-8,557
83
$1.11M 0.34%
31,306
+2,873
84
$1.1M 0.34%
6,477
+346
85
$1.08M 0.33%
7,550
+608
86
$1.08M 0.33%
7,304
-514
87
$1.06M 0.32%
8,517
+2,046
88
$1.02M 0.31%
10,339
-3,203
89
$958K 0.29%
70,402
+3,485
90
$950K 0.29%
39,600
+8,209
91
$928K 0.28%
24,941
+2,148
92
$925K 0.28%
22,550
-2,793
93
$912K 0.28%
17,140
-40
94
$901K 0.28%
531
+328
95
$876K 0.27%
+3,233
96
$865K 0.26%
8,341
+857
97
$851K 0.26%
5,223
+165
98
$843K 0.26%
16,518
+704
99
$833K 0.25%
+1,644
100
$830K 0.25%
3,046
+433
2 3
4
5 6