MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $422M
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$3.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.21M
5
AMD icon
Advanced Micro Devices
AMD
+$2.16M

Top Sells

1
+$5.3M
2
+$3.45M
3
+$3.19M
4
IDU icon
iShares US Utilities ETF
IDU
+$3.12M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.07M

Sector Composition

1 Technology 23.41%
2 Financials 13.84%
3 Industrials 9.86%
4 Healthcare 4.46%
5 Energy 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$694B
$45.3M 10.73%
66,446
+3,078
SHV icon
2
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$15.6M 3.7%
141,726
-8,416
NVDA icon
3
NVIDIA
NVDA
$4.45T
$15.1M 3.57%
80,852
-305
AVGO icon
4
Broadcom
AVGO
$1.51T
$14.4M 3.41%
41,646
-1,115
LRCX icon
5
Lam Research
LRCX
$278B
$9.34M 2.21%
54,590
+2,111
JPM icon
6
JPMorgan Chase
JPM
$807B
$8.05M 1.91%
24,970
-150
IEI icon
7
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$7.62M 1.8%
63,821
+2,910
IBTG icon
8
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
$7.4M 1.75%
323,594
+30,336
COF icon
9
Capital One
COF
$122B
$7.29M 1.73%
30,086
-439
AMAT icon
10
Applied Materials
AMAT
$284B
$6.54M 1.55%
25,467
+639
CMI icon
11
Cummins
CMI
$79.3B
$6.39M 1.51%
12,527
+1,060
RTX icon
12
RTX Corp
RTX
$280B
$6.31M 1.5%
34,428
+2,135
MCO icon
13
Moody's
MCO
$83.5B
$6.21M 1.47%
12,155
+169
AGG icon
14
iShares Core US Aggregate Bond ETF
AGG
$140B
$6.08M 1.44%
60,878
+2,467
MSFT icon
15
Microsoft
MSFT
$3.01T
$6.03M 1.43%
12,476
-265
EFA icon
16
iShares MSCI EAFE ETF
EFA
$74.8B
$5.99M 1.42%
62,406
-9,973
GS icon
17
Goldman Sachs
GS
$260B
$5.7M 1.35%
6,484
+473
IWV icon
18
iShares Russell 3000 ETF
IWV
$18.5B
$5.7M 1.35%
14,722
+512
ETN icon
19
Eaton
ETN
$138B
$5.55M 1.32%
17,432
+314
AMD icon
20
Advanced Micro Devices
AMD
$329B
$5.44M 1.29%
25,420
+9,603
COST icon
21
Costco
COST
$447B
$5.44M 1.29%
6,304
-597
IJH icon
22
iShares Core S&P Mid-Cap ETF
IJH
$111B
$5.39M 1.28%
81,655
-147
EEM icon
23
iShares MSCI Emerging Markets ETF
EEM
$27.9B
$5.15M 1.22%
94,156
-1,618
AXP icon
24
American Express
AXP
$214B
$4.84M 1.15%
13,095
+540
LMT icon
25
Lockheed Martin
LMT
$153B
$4.76M 1.13%
9,850
+917
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