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
126
$343K 0.12%
5,732
-72
127
$338K 0.12%
+9,209
128
$337K 0.12%
2,203
+255
129
$335K 0.12%
2,707
+318
130
$331K 0.12%
5,583
+1,529
131
$310K 0.11%
754
+122
132
$309K 0.11%
6,935
+1,071
133
$306K 0.11%
7,055
-12,387
134
$295K 0.1%
1,182
-63
135
$293K 0.1%
3,177
+212
136
$285K 0.1%
+875
137
$264K 0.09%
1,370
+465
138
$248K 0.09%
1,036
139
$233K 0.08%
4,034
-2,473
140
$226K 0.08%
+15,509
141
$223K 0.08%
+9,832
142
$222K 0.08%
+9,351
143
$213K 0.07%
3,088
+339
144
$213K 0.07%
2,590
-99
145
$210K 0.07%
+424
146
$72.9K 0.03%
20,950
147
$41.8K 0.01%
35,744
148
– –
-14,552
149
– –
-15,862
150
– –
-31,563
3 4 5
6
7