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
$222M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.75M
3
+$2.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$977K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$838K

Top Sells

1
+$3.04M
2
+$2.96M
3
+$1.82M
4
NVDA icon
NVIDIA
NVDA
+$1.52M
5
RTX icon
RTX Corp
RTX
+$1.33M

Sector Composition

1 Technology 19.18%
2 Industrials 8.38%
3 Financials 7.1%
4 Healthcare 6.34%
5 Consumer Staples 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.07%
5,420
+351
27
$2.35M 1.05%
15,388
+641
28
$2.27M 1.02%
24,031
+137
29
$2.25M 1.01%
23,594
+1,057
30
$2.24M 1.01%
11,008
+616
31
$2.14M 0.96%
30,898
+1,763
32
$2.11M 0.95%
10,388
+1,474
33
$2.06M 0.93%
7,662
+852
34
$1.92M 0.86%
11,377
+2,152
35
$1.89M 0.85%
17,837
+1,235
36
$1.82M 0.82%
11,081
-7,996
37
$1.71M 0.77%
14,552
+2,006
38
$1.7M 0.76%
15,013
-352
39
$1.67M 0.75%
7,314
+441
40
$1.64M 0.74%
7,126
+766
41
$1.64M 0.74%
14,195
+682
42
$1.63M 0.73%
17,089
+830
43
$1.58M 0.71%
14,020
+1,281
44
$1.53M 0.69%
14,851
+1,824
45
$1.49M 0.67%
41,905
+2,368
46
$1.48M 0.67%
16,155
-225
47
$1.42M 0.64%
5,388
+381
48
$1.41M 0.64%
8,069
+941
49
$1.4M 0.63%
18,943
-758
50
$1.39M 0.63%
8,230
+1,047
1
2
3 4 5