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
$299M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.9M
3
+$2.78M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.78M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48M

Top Sells

1
+$3.04M
2
+$2.8M
3
+$2.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.68M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M

Sector Composition

1 Technology 23.5%
2 Financials 11.07%
3 Industrials 8.49%
4 Healthcare 5.87%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$613K 0.2%
9,722
+707
102
$584K 0.2%
11,922
+210
103
$584K 0.2%
2,613
+340
104
$577K 0.19%
22,793
+809
105
$570K 0.19%
1,026
+68
106
$567K 0.19%
+4,776
107
$535K 0.18%
22,021
+12,670
108
$534K 0.18%
5,841
-5,225
109
$524K 0.18%
8,516
+74
110
$485K 0.16%
3,121
+10
111
$483K 0.16%
10,140
+424
112
$481K 0.16%
9,629
-487
113
$477K 0.16%
+21,602
114
$476K 0.16%
8,909
-745
115
$473K 0.16%
2,389
+108
116
$466K 0.16%
2,823
+8
117
$457K 0.15%
4,068
-2,814
118
$455K 0.15%
2,626
+202
119
$452K 0.15%
1,211
+457
120
$451K 0.15%
+3,268
121
$448K 0.15%
2,302
+142
122
$441K 0.15%
2,368
123
$440K 0.15%
5,019
+409
124
$437K 0.15%
7,389
+16
125
$434K 0.14%
1,066
-48
3 4
5
6 7