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
$299M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$2.9M
3
+$2.78M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.78M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.48M

Top Sells

1
+$3.04M
2
+$2.8M
3
+$2.74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.68M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M

Sector Composition

1 Technology 23.5%
2 Financials 11.07%
3 Industrials 8.49%
4 Healthcare 5.87%
5 Energy 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.8M 16.64%
91,510
+7,990
2
$12.9M 4.32%
104,656
-7,314
3
$7.11M 2.38%
44,280
+940
4
$6.71M 2.24%
21,739
+8,043
5
$5.77M 1.93%
49,955
+24,061
6
$5.57M 1.86%
12,462
+699
7
$5.53M 1.85%
23,453
+345
8
$5.5M 1.84%
6,467
+31
9
$5.18M 1.73%
88,591
+1,553
10
$5.1M 1.71%
25,234
-199
11
$5.09M 1.7%
47,780
-200
12
$4.93M 1.65%
15,731
-9
13
$4.83M 1.61%
11,470
+117
14
$4.49M 1.5%
46,294
-31,362
15
$4.47M 1.49%
21,229
+2,083
16
$4.07M 1.36%
51,942
-31,318
17
$3.91M 1.31%
8,373
+159
18
$3.65M 1.22%
14,207
+794
19
$3.48M 1.16%
45,230
+496
20
$3.33M 1.11%
20,499
-1,128
21
$3.14M 1.05%
14,718
-22
22
$3.02M 1.01%
50,934
+801
23
$2.97M 0.99%
13,125
+468
24
$2.95M 0.98%
31,890
+260
25
$2.9M 0.97%
+12,822
1
2 3 4 5