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
126
$490K 0.15%
2,830
+7
127
$482K 0.15%
19,693
-6,307
128
$481K 0.15%
+6,163
129
$478K 0.15%
773
+25
130
$465K 0.14%
8,908
+1,823
131
$464K 0.14%
5,776
-65
132
$455K 0.14%
3,829
-75
133
$445K 0.14%
11,106
+966
134
$428K 0.13%
5,331
+188
135
$402K 0.12%
5,907
+188
136
$391K 0.12%
2,600
+246
137
$390K 0.12%
7,554
+165
138
$388K 0.12%
3,573
-380
139
$371K 0.11%
3,225
+296
140
$361K 0.11%
8,628
+966
141
$356K 0.11%
1,398
+197
142
$347K 0.11%
755
-311
143
$312K 0.1%
1,182
144
$265K 0.08%
14,301
-3,030
145
$258K 0.08%
+3,784
146
$257K 0.08%
+362
147
$247K 0.08%
938
148
$236K 0.07%
2,457
-133
149
$235K 0.07%
+304
150
$227K 0.07%
3,853
+36
3 4 5
6
7