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
$425M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.64M
3
+$3.62M
4
TSM icon
TSMC
TSM
+$3.54M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.52M

Top Sells

1
+$3.55M
2
+$3.52M
3
+$3.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M
5
ABBV icon
AbbVie
ABBV
+$1.49M

Sector Composition

1 Technology 22.72%
2 Financials 12.39%
3 Industrials 10.6%
4 Healthcare 3.4%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
51
Analog Devices
ADI
$213B
$2.79M 0.66%
8,773
-263
GOOG icon
52
Alphabet (Google) Class C
GOOG
$4.31T
$2.76M 0.65%
9,607
+190
IBTI icon
53
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.7B
$2.65M 0.62%
118,833
+36,944
RY icon
54
Royal Bank of Canada
RY
$266B
$2.63M 0.62%
16,279
+279
LNG icon
55
Cheniere Energy
LNG
$49.3B
$2.59M 0.61%
9,143
-21
MU icon
56
Micron Technology
MU
$1.22T
$2.55M 0.6%
7,562
-159
TRMD icon
57
TORM
TRMD
$2.88B
$2.55M 0.6%
91,505
+495
BSX icon
58
Boston Scientific
BSX
$70.9B
$2.55M 0.6%
40,601
-727
BLK icon
59
Blackrock
BLK
$154B
$2.47M 0.58%
2,569
-48
ABBV icon
60
AbbVie
ABBV
$384B
$2.37M 0.56%
10,897
-6,699
EW icon
61
Edwards Lifesciences
EW
$49.5B
$2.37M 0.56%
29,579
+588
XOM icon
62
Exxon Mobil
XOM
$632B
$2.36M 0.56%
13,911
+153
AMGN icon
63
Amgen
AMGN
$183B
$2.35M 0.55%
6,677
-3
ANET icon
64
Arista Networks
ANET
$220B
$2.28M 0.54%
18,545
+81
ARM icon
65
Arm
ARM
$440B
$2.27M 0.53%
15,009
+276
HPE icon
66
Hewlett Packard
HPE
$73B
$2.19M 0.52%
91,908
-289
MLPX icon
67
Global X MLP & Energy Infrastructure ETF
MLPX
$3.61B
$2.14M 0.5%
28,964
+3,179
PAYX icon
68
Paychex
PAYX
$35.3B
$2.08M 0.49%
22,585
+31
OHI icon
69
Omega Healthcare
OHI
$13.1B
$1.98M 0.47%
45,228
+1,297
SHY icon
70
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
$1.96M 0.46%
23,712
+1,586
IEF icon
71
iShares 7-10 Year Treasury Bond ETF
IEF
$47.9B
$1.95M 0.46%
20,400
+1,081
AMZN icon
72
Amazon
AMZN
$2.69T
$1.92M 0.45%
9,230
-630
FCNCA icon
73
First Citizens BancShares
FCNCA
$22.7B
$1.91M 0.45%
1,011
+42
EPR icon
74
EPR Properties
EPR
$4.31B
$1.88M 0.44%
37,532
+344
CSCO icon
75
Cisco
CSCO
$499B
$1.82M 0.43%
23,446
-440
1 2
3
4 5