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
126
-13,968
127
-26,213
128
-34,809
129
-471
130
-5,116
131
-14,292