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
$285M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.75M
3
+$2.74M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$7.26M
2
+$4.31M
3
+$2.82M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.7M
5
MCO icon
Moody's
MCO
+$1.23M

Sector Composition

1 Technology 22.01%
2 Financials 10.63%
3 Industrials 8.97%
4 Healthcare 6.16%
5 Energy 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$581K 0.2%
+12,282
102
$576K 0.2%
11,712
+4,533
103
$551K 0.19%
8,442
+4,818
104
$534K 0.19%
2,273
+347
105
$519K 0.18%
9,654
+1,189
106
$509K 0.18%
+38,388
107
$506K 0.18%
21,984
+1,306
108
$505K 0.18%
10,116
+172
109
$503K 0.18%
+3,111
110
$483K 0.17%
958
-28
111
$468K 0.16%
1,114
-9
112
$457K 0.16%
2,815
+161
113
$423K 0.15%
3,934
-5
114
$422K 0.15%
5,435
-2
115
$421K 0.15%
9,716
+1,197
116
$410K 0.14%
2,424
+246
117
$408K 0.14%
702
-494
118
$401K 0.14%
2,281
-137
119
$397K 0.14%
4,610
+515
120
$392K 0.14%
+7,373
121
$392K 0.14%
+16,369
122
$383K 0.13%
2,368
123
$376K 0.13%
2,160
+546
124
$374K 0.13%
4,842
+1,166
125
$345K 0.12%
+1,052
3 4
5
6 7