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
$327M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.76M
3
+$2.73M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$2.67M
5
AAPL icon
Apple
AAPL
+$1.04M

Top Sells

1
+$5.02M
2
+$3.02M
3
+$2.9M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$2.68M
5
NXPI icon
NXP Semiconductors
NXPI
+$803K

Sector Composition

1 Technology 22.99%
2 Financials 12.21%
3 Industrials 9.1%
4 Healthcare 5.71%
5 Energy 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.5M 14.52%
82,753
-8,757
2
$13.1M 4.01%
107,958
+3,302
3
$8.19M 2.5%
47,492
+3,212
4
$6.11M 1.87%
51,114
+1,159
5
$6.07M 1.86%
6,848
+381
6
$5.98M 1.83%
25,672
+4,443
7
$5.71M 1.75%
13,268
+806
8
$5.71M 1.74%
12,021
+551
9
$5.55M 1.7%
89,063
+472
10
$5.46M 1.67%
16,464
+733
11
$5.44M 1.66%
25,783
+549
12
$5.17M 1.58%
8,848
+475
13
$4.94M 1.51%
24,429
+976
14
$4.79M 1.46%
47,306
+1,012
15
$4.42M 1.35%
52,794
+852
16
$4.16M 1.27%
15,211
+1,004
17
$4.13M 1.26%
50,620
+2,840
18
$4.08M 1.25%
12,501
-9,238
19
$3.99M 1.22%
47,630
+2,400
20
$3.9M 1.19%
50,881
+35,664
21
$3.55M 1.09%
20,859
+2,062
22
$3.29M 1.01%
5,745
+776
23
$3.27M 1%
10,109
+690
24
$3.27M 1%
13,259
+134
25
$3.18M 0.97%
21,240
+1,309
1
2 3 4 5