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
$111M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.47M
3
+$2.44M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.08M
5
RTN
Raytheon Company
RTN
+$1.07M

Top Sells

1
+$4.75M
2
+$2.44M
3
+$2.35M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.32M
5
WBA
Walgreens Boots Alliance
WBA
+$710K

Sector Composition

1 Industrials 8.46%
2 Financials 8.2%
3 Technology 7.31%
4 Healthcare 4.9%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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237
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408
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428
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260
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186
$20K 0.02%
99
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$20K 0.02%
162
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397
189
$19K 0.02%
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177
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$15K 0.01%
370
200
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227
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