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
151
$222K 0.07%
379
-45
152
$209K 0.06%
+1,017
153
$76.5K 0.02%
20,950
154
$24.2K 0.01%
35,744
155
– –
-24,331
156
– –
-4,776
157
– –
-12,822
3 4 5 6
7