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
$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
1
$8.69M 7.83%
104,039
+62,172
2
$8.02M 7.23%
54,606
+4,192
3
$7.08M 6.38%
66,063
-483
4
$5.67M 5.11%
16,605
-61
5
$3.56M 3.2%
73,650
+2,768
6
$3.35M 3.02%
48,031
+349
7
$3.17M 2.85%
26,966
+753
8
$3M 2.7%
26,588
+622
9
$2.89M 2.61%
52,791
-543
10
$2.71M 2.44%
16,915
+782
11
$2.69M 2.42%
43,704
+33,824
12
$2.65M 2.38%
51,224
-92,012
13
$2.63M 2.37%
23,856
+22,409
14
$2.6M 2.34%
94,336
+88,489
15
$2.25M 2.03%
388,760
+6,320
16
$1.85M 1.67%
7,024
+3,397
17
$1.59M 1.43%
10,183
-3,227
18
$1.32M 1.19%
28,419
+405
19
$1.3M 1.17%
3,720
-112
20
$1.15M 1.04%
10,462
+381
21
$1.07M 0.96%
+4,951
22
$1.05M 0.95%
6,543
+73
23
$1.03M 0.93%
3,047
+175
24
$927K 0.84%
22,108
+1,384
25
$922K 0.83%
9,575
+283
1
2 3 4 5