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
$335M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.5M
3
+$2.34M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.2M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$1.2M

Top Sells

1
+$7.99M
2
+$2.84M
3
+$1.59M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$950K

Sector Composition

1 Technology 23.58%
2 Financials 14.22%
3 Industrials 8.73%
4 Healthcare 5.11%
5 Energy 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 1.06%
152,666
+51,597
27
$3.54M 1.06%
11,213
+921
28
$3.06M 0.91%
15,162
+176
29
$3.06M 0.91%
13,398
+139
30
$2.98M 0.89%
5,206
+732
31
$2.89M 0.86%
52,189
+1,075
32
$2.87M 0.86%
125,839
+51,061
33
$2.8M 0.84%
25,466
+2,197
34
$2.75M 0.82%
5,223
+864
35
$2.72M 0.81%
36,784
+2,343
36
$2.72M 0.81%
6,779
-479
37
$2.71M 0.81%
11,203
-171
38
$2.68M 0.8%
5,245
-300
39
$2.63M 0.79%
+54,426
40
$2.58M 0.77%
12,579
+458
41
$2.55M 0.76%
26,495
-571
42
$2.52M 0.75%
41,793
+1,343
43
$2.5M 0.75%
+8,677
44
$2.5M 0.75%
26,255
+1,318
45
$2.48M 0.74%
2,420
+398
46
$2.44M 0.73%
11,123
+720
47
$2.42M 0.72%
13,595
+499
48
$2.21M 0.66%
4,719
+111
49
$2.1M 0.63%
11,015
+895
50
$2.1M 0.63%
14,954
+999
1
2
3 4 5