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
$111M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.47M
3
+$2.44M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.08M
5
RTN
Raytheon Company
RTN
+$1.07M

Top Sells

1
+$4.75M
2
+$2.44M
3
+$2.35M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.32M
5
WBA
Walgreens Boots Alliance
WBA
+$710K

Sector Composition

1 Industrials 8.46%
2 Financials 8.2%
3 Technology 7.31%
4 Healthcare 4.9%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$153K 0.14%
1,724
+41
102
$152K 0.14%
1,002
-16,075
103
$150K 0.14%
4,414
-92
104
$146K 0.13%
4,648
-135
105
$145K 0.13%
2,765
+42
106
$137K 0.12%
801
+159
107
$135K 0.12%
1,968
+55
108
$133K 0.12%
6,530
+70
109
$133K 0.12%
2,401
-791
110
$128K 0.12%
4,181
-32
111
$119K 0.11%
5,019
+182
112
$109K 0.1%
2,131
-19
113
$109K 0.1%
1,992
114
$106K 0.1%
1,704
+166
115
$103K 0.09%
998
-65
116
$102K 0.09%
379
+17
117
$99K 0.09%
1,309
+413
118
$98K 0.09%
299
+178
119
$89K 0.08%
414
+351
120
$88K 0.08%
883
+731
121
$84K 0.08%
317
+71
122
$82K 0.07%
593
+19
123
$82K 0.07%
1,113
124
$79K 0.07%
3,212
-1,342
125
$76K 0.07%
369
+294
3 4
5
6 7