MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.53M
3
+$2.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.46M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.13M

Top Sells

1
+$6.07M
2
+$2.52M
3
+$2.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.3M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Sector Composition

1 Technology 19.76%
2 Financials 14.51%
3 Industrials 9.06%
4 Healthcare 5.68%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 1.09%
11,196
+360
27
$3.49M 1.08%
15,058
-104
28
$3.28M 1.02%
12,179
-88
29
$3.16M 0.98%
13,389
-9
30
$3.16M 0.98%
5,765
+542
31
$3.15M 0.98%
22,535
+184
32
$3.04M 0.95%
5,564
+358
33
$2.87M 0.89%
52,155
-34
34
$2.87M 0.89%
9,956
-1,247
35
$2.87M 0.89%
13,685
+90
36
$2.82M 0.88%
27,803
+1,308
37
$2.81M 0.88%
12,746
+167
38
$2.78M 0.87%
55,862
+1,436
39
$2.73M 0.85%
20,631
+4,715
40
$2.68M 0.84%
37,038
+254
41
$2.65M 0.82%
17,182
+2,228
42
$2.51M 0.78%
5,349
+104
43
$2.5M 0.78%
+21,245
44
$2.48M 0.77%
26,327
+72
45
$2.46M 0.77%
6,809
+30
46
$2.46M 0.76%
+11,901
47
$2.36M 0.74%
4,616
-103
48
$2.33M 0.73%
2,467
+47
49
$2.3M 0.72%
21,994
-21,962
50
$2.24M 0.7%
10,276
-394
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2
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