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
$142M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.33M
3
+$2.27M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.22M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.85M

Top Sells

1
+$2.68M
2
+$2.4M
3
+$1.74M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.44M

Sector Composition

1 Technology 15.59%
2 Industrials 10.2%
3 Financials 4.92%
4 Healthcare 4.33%
5 Real Estate 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 9.44%
113,650
+15,673
2
$8.56M 6.02%
25,563
+1,501
3
$6.95M 4.89%
37,137
-8,275
4
$6.91M 4.86%
35,313
-7,371
5
$5.51M 3.88%
125,007
+70,950
6
$5.24M 3.68%
20,281
-4,730
7
$3.93M 2.77%
7,265
+162
8
$3.71M 2.61%
42,908
+26,227
9
$3.36M 2.36%
52,758
+17,347
10
$3.11M 2.19%
25,532
+4,096
11
$3.08M 2.17%
23,058
+3,839
12
$3.05M 2.15%
47,927
+36,604
13
$3.03M 2.13%
35,066
+25,674
14
$2.87M 2.02%
19,143
+417
15
$2.73M 1.92%
23,591
-1,037
16
$2.58M 1.82%
8,917
+484
17
$1.76M 1.24%
10,599
+1,752
18
$1.73M 1.22%
13,804
+532
19
$1.71M 1.2%
20,770
+1,474
20
$1.7M 1.2%
12,818
+265
21
$1.7M 1.2%
21,285
+1,027
22
$1.64M 1.15%
27,580
+814
23
$1.52M 1.07%
7,253
+414
24
$1.45M 1.02%
28,657
+4,451
25
$1.4M 0.99%
20,345
+544
1
2 3 4 5