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
$327M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.76M
3
+$2.73M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.67M
5
AAPL icon
Apple
AAPL
+$1.04M

Top Sells

1
+$5.02M
2
+$3.02M
3
+$2.9M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.68M
5
NXPI icon
NXP Semiconductors
NXPI
+$803K

Sector Composition

1 Technology 22.99%
2 Financials 12.21%
3 Industrials 9.1%
4 Healthcare 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$830K 0.25%
7,344
+133
102
$826K 0.25%
3,158
+769
103
$808K 0.25%
35,685
+14,083
104
$795K 0.24%
24,399
+2,378
105
$762K 0.23%
9,464
+948
106
$742K 0.23%
6,034
-697
107
$693K 0.21%
4,870
+256
108
$684K 0.21%
5,066
-1,075
109
$676K 0.21%
28,830
+1,152
110
$659K 0.2%
5,559
+2,291
111
$606K 0.19%
10,480
-1,442
112
$602K 0.18%
10,442
+6,791
113
$595K 0.18%
1,150
+124
114
$594K 0.18%
1,423
+212
115
$591K 0.18%
3,195
+74
116
$582K 0.18%
8,919
+10
117
$575K 0.18%
5,601
+582
118
$569K 0.17%
2,912
+286
119
$548K 0.17%
10,642
+920
120
$527K 0.16%
6,570
+987
121
$523K 0.16%
2,533
+231
122
$522K 0.16%
4,136
+68
123
$517K 0.16%
2,368
124
$513K 0.16%
9,895
+266
125
$505K 0.15%
11,030
+1,276
3 4
5
6 7