MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.47M
3
+$2.44M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.08M
5
RTN
Raytheon Company
RTN
+$1.07M

Top Sells

1
+$4.75M
2
+$2.44M
3
+$2.35M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.32M
5
WBA
Walgreens Boots Alliance
WBA
+$710K

Sector Composition

1 Industrials 8.46%
2 Financials 8.2%
3 Technology 7.31%
4 Healthcare 4.9%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$76K 0.07%
+684
127
$75K 0.07%
273
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128
$73K 0.07%
1,592
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129
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130
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131
$70K 0.06%
625
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132
$69K 0.06%
1,313
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133
$67K 0.06%
2,268
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134
$64K 0.06%
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135
$63K 0.06%
535
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136
$62K 0.06%
1,320
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137
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1,140
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138
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3,428
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139
$58K 0.05%
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$54K 0.05%
636
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$52K 0.05%
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$51K 0.05%
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$46K 0.04%
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145
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146
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1,176
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147
$45K 0.04%
626
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148
$45K 0.04%
690
149
$42K 0.04%
255
150
$42K 0.04%
235
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6
7 8