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
$285M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.75M
3
+$2.74M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$7.26M
2
+$4.31M
3
+$2.82M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.7M
5
MCO icon
Moody's
MCO
+$1.23M

Sector Composition

1 Technology 22.01%
2 Financials 10.63%
3 Industrials 8.97%
4 Healthcare 6.16%
5 Energy 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.7M 15.33%
83,520
-13,881
2
$10.1M 3.55%
111,970
-47,740
3
$7.61M 2.67%
77,656
+3,213
4
$6.65M 2.33%
83,260
-1,924
5
$5.74M 2.02%
43,340
-4,500
6
$5.29M 1.85%
87,038
-1,262
7
$5.09M 1.79%
25,433
-1,234
8
$4.95M 1.74%
11,763
+3,022
9
$4.92M 1.73%
15,740
-749
10
$4.77M 1.67%
23,108
-5,799
11
$4.71M 1.65%
6,436
-409
12
$4.66M 1.64%
47,980
-9,930
13
$4.46M 1.57%
11,353
-3,140
14
$4.11M 1.44%
13,696
-1,023
15
$4.04M 1.42%
13,413
+2,013
16
$3.9M 1.37%
21,627
+5,316
17
$3.74M 1.31%
8,214
+319
18
$3.7M 1.3%
90,174
+66,952
19
$3.28M 1.15%
19,146
-4,635
20
$3.22M 1.13%
17,700
+1,227
21
$3.14M 1.1%
14,740
-1,369
22
$3.11M 1.09%
12,657
+1,018
23
$3.06M 1.07%
44,734
-2,914
24
$3.02M 1.06%
+31,630
25
$3M 1.05%
25,894
+885
1
2 3 4 5