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
$101M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.86M
3
+$4.56M
4
MMM icon
3M
MMM
+$3.19M
5
LRCX icon
Lam Research
LRCX
+$2.65M

Top Sells

1
+$16.4M
2
+$7.07M
3
+$4.74M
4
AAPL icon
Apple
AAPL
+$4.46M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.53M

Sector Composition

1 Technology 17.2%
2 Industrials 10.63%
3 Healthcare 3.85%
4 Financials 3.69%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.9M 6.82%
26,784
+18,849
2
$6.84M 6.76%
59,327
-61,301
3
$6.81M 6.72%
78,568
+52,595
4
$5.84M 5.77%
41,292
+4,112
5
$4.98M 4.91%
+73,266
6
$4.13M 4.08%
27,875
-16,007
7
$3.96M 3.91%
18,011
+14,517
8
$3.93M 3.88%
82,063
+33,469
9
$3.09M 3.06%
250,540
+214,650
10
$2.61M 2.58%
76,413
+40,657
11
$2.32M 2.29%
+15,378
12
$2.31M 2.28%
+12,108
13
$2.23M 2.2%
8,461
+4,975
14
$2.2M 2.18%
+28,602
15
$1.75M 1.72%
8,252
-7,852
16
$1.72M 1.7%
15,029
+2,533
17
$1.65M 1.63%
22,417
+19,690
18
$1.62M 1.6%
6,377
-17,555
19
$1.23M 1.22%
6,544
-14,970
20
$1.19M 1.17%
25,943
-1,002
21
$1.09M 1.08%
+3,224
22
$1.08M 1.06%
13,018
+9,408
23
$1.07M 1.05%
9,437
-4,137
24
$1.05M 1.04%
16,347
+4,688
25
$1.05M 1.04%
11,651
-1,915
1
2 3 4 5