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
$142M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$2.68M
2 +$2.4M
3 +$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.44M

Sector Composition

1 Technology 15.59%
2 Industrials 10.2%
3 Financials 4.92%
4 Healthcare 4.33%
5 Real Estate 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.15%
6,112
-88
102
$132K 0.09%
11,681
+567
103
-26,795
104
-4,202
105
-26,065
106
-1,318