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
$410M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.25M
3
+$3.19M
4
SDCI icon
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
+$1.63M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$816K

Top Sells

1
+$3.69M
2
+$2.96M
3
+$1.58M
4
ZTS icon
Zoetis
ZTS
+$484K
5
NKE icon
Nike
NKE
+$384K

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
NOC icon
51
Northrop Grumman
NOC
$79B
$2.88M 0.7%
4,725
+17
EW icon
52
Edwards Lifesciences
EW
$48.7B
$2.86M 0.7%
36,770
-681
IJR icon
53
iShares Core S&P Small-Cap ETF
IJR
$89B
$2.67M 0.65%
22,497
+203
ANET icon
54
Arista Networks
ANET
$161B
$2.6M 0.63%
17,853
+423
AMD icon
55
Advanced Micro Devices
AMD
$354B
$2.56M 0.62%
15,817
+361
PAYX icon
56
Paychex
PAYX
$40.8B
$2.44M 0.59%
19,219
+231
PLTR icon
57
Palantir
PLTR
$420B
$2.29M 0.56%
12,562
-162
HPE icon
58
Hewlett Packard
HPE
$29.4B
$2.28M 0.56%
92,789
-457
ADI icon
59
Analog Devices
ADI
$136B
$2.27M 0.55%
9,232
-179
GOOG icon
60
Alphabet (Google) Class C
GOOG
$3.87T
$2.22M 0.54%
9,117
+142
RY icon
61
Royal Bank of Canada
RY
$221B
$2.16M 0.53%
14,674
+232
LNG icon
62
Cheniere Energy
LNG
$44.9B
$2.15M 0.53%
9,171
-40
AMZN icon
63
Amazon
AMZN
$2.48T
$2.12M 0.52%
9,652
-122
EPR icon
64
EPR Properties
EPR
$3.99B
$2.05M 0.5%
35,324
+636
PSA icon
65
Public Storage
PSA
$48.8B
$2.03M 0.5%
7,029
-109
ABT icon
66
Abbott
ABT
$218B
$2.02M 0.49%
15,052
+12
SOFI icon
67
SoFi Technologies
SOFI
$35.1B
$2.01M 0.49%
76,107
+12,836
ARM icon
68
Arm
ARM
$148B
$1.96M 0.48%
13,845
+156
AMT icon
69
American Tower
AMT
$82.5B
$1.94M 0.47%
10,071
-186
SHOP icon
70
Shopify
SHOP
$208B
$1.89M 0.46%
12,698
+144
AMGN icon
71
Amgen
AMGN
$186B
$1.82M 0.44%
6,456
-122
IEF icon
72
iShares 7-10 Year Treasury Bond ETF
IEF
$45.2B
$1.8M 0.44%
18,670
+332
SHY icon
73
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$1.78M 0.43%
21,472
+188
OHI icon
74
Omega Healthcare
OHI
$13.5B
$1.75M 0.43%
41,518
+114
SDCI icon
75
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$292M
$1.63M 0.4%
+70,692
1 2
3
4 5