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
$228M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$3.32M
3
+$3.2M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.8M

Top Sells

1
+$8.62M
2
+$3.75M
3
+$3.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.59M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.56M

Sector Composition

1 Technology 18.99%
2 Industrials 8.77%
3 Financials 7.36%
4 Healthcare 5.87%
5 Real Estate 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.14%
3,530
-302
102
$310K 0.14%
1,664
+264
103
$310K 0.14%
2,707
+432
104
$304K 0.13%
1,768
+318
105
$296K 0.13%
3,511
+534
106
$288K 0.13%
5,567
-673
107
$285K 0.12%
4,520
+424
108
$281K 0.12%
2,602
+323
109
$274K 0.12%
1,245
110
$271K 0.12%
+6,593
111
$266K 0.12%
567
-131
112
$261K 0.11%
13,008
+796
113
$260K 0.11%
5,468
+1,255
114
$253K 0.11%
+16,503
115
$248K 0.11%
12,567
+1,436
116
$246K 0.11%
1,367
-370
117
$242K 0.11%
1,196
-27
118
$238K 0.1%
+605
119
$227K 0.1%
560
+14
120
$215K 0.09%
1,909
121
$214K 0.09%
+2,275
122
$201K 0.09%
+4,956
123
$37.9K 0.02%
40,744
124
$32.9K 0.01%
20,950
125
– –
-95,692
2 3 4
5
6