MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.07M
3
+$3.05M
4
SDCI icon
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
+$1.58M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$813K

Top Sells

1
+$3.68M
2
+$2.88M
3
+$1.58M
4
ZTS icon
Zoetis
ZTS
+$484K
5
NKE icon
Nike
NKE
+$410K

Sector Composition

1 Technology 22.5%
2 Financials 13.56%
3 Industrials 9.49%
4 Healthcare 4.42%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.11%
46,392
-100
27
$4.46M 1.09%
8,933
-68
28
$4.17M 1.02%
12,555
+22
29
$4.13M 1.01%
16,231
+59
30
$4.02M 0.98%
11,775
+69
31
$3.8M 0.93%
168,768
+36,227
32
$3.8M 0.93%
29,295
+578
33
$3.55M 0.87%
55,875
+1,103
34
$3.52M 0.86%
6,185
+67
35
$3.46M 0.84%
71,426
+484
36
$3.46M 0.84%
51,197
-25
37
$3.45M 0.84%
+38,133
38
$3.38M 0.82%
15,298
-1
39
$3.34M 0.82%
28,536
-1,372
40
$3.33M 0.81%
9,370
+33
41
$3.32M 0.81%
14,061
+53
42
$3.32M 0.81%
14,340
+254
43
$3.3M 0.81%
5,498
-222
44
$3.25M 0.79%
+23,036
45
$3.24M 0.79%
13,666
-1,496
46
$3.19M 0.78%
22,412
-324
47
$3.15M 0.77%
10,478
+212
48
$3.12M 0.76%
28,162
-26
49
$3.07M 0.75%
57,006
-702
50
$2.95M 0.72%
2,528
-4
1
2
3 4 5