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
$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
126
$421K 0.14%
3,953
+19
127
$414K 0.14%
748
+46
128
$397K 0.13%
5,143
-292
129
$382K 0.13%
9,754
+545
130
$380K 0.13%
2,929
+222
131
$369K 0.12%
+203
132
$369K 0.12%
5,583
+741
133
$354K 0.12%
7,085
+1,502
134
$341K 0.11%
2,354
+151
135
$331K 0.11%
7,662
+727
136
$324K 0.11%
5,719
-13
137
$314K 0.1%
3,904
+727
138
$290K 0.1%
1,201
+149
139
$286K 0.1%
1,182
140
$249K 0.08%
17,331
+1,822
141
$234K 0.08%
938
-98
142
$229K 0.08%
+3,651
143
$216K 0.07%
424
144
$206K 0.07%
3,817
-217
145
$203K 0.07%
2,590
146
$57.2K 0.02%
20,950
147
$22.5K 0.01%
35,744
148
– –
-1,370
149
– –
-7,055
150
– –
-3,088
3 4 5
6
7