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
$222M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.75M
3
+$2.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$977K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$838K

Top Sells

1
+$3.04M
2
+$2.96M
3
+$1.82M
4
NVDA icon
NVIDIA
NVDA
+$1.52M
5
RTX icon
RTX Corp
RTX
+$1.33M

Sector Composition

1 Technology 19.18%
2 Industrials 8.38%
3 Financials 7.1%
4 Healthcare 6.34%
5 Consumer Staples 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.63%
6,975
+1,436
52
$1.35M 0.61%
13,654
+995
53
$1.28M 0.57%
8,833
+874
54
$1.25M 0.56%
7,524
+703
55
$1.24M 0.56%
18,340
-740
56
$1.18M 0.53%
7,169
+672
57
$1.08M 0.49%
11,148
+534
58
$1.07M 0.48%
3,564
+247
59
$956K 0.43%
1,479
+66
60
$935K 0.42%
18,378
-601
61
$905K 0.41%
27,166
+4,482
62
$905K 0.41%
9,346
+671
63
$903K 0.41%
21,728
+3,988
64
$880K 0.4%
2,530
+426
65
$880K 0.4%
7,193
-14,882
66
$879K 0.4%
6,916
+508
67
$869K 0.39%
2,685
+187
68
$869K 0.39%
8,515
-219
69
$831K 0.37%
6,874
+676
70
$826K 0.37%
21,752
-21,344
71
$823K 0.37%
18,563
+683
72
$789K 0.35%
7,521
+530
73
$780K 0.35%
8,920
+844
74
$772K 0.35%
6,881
+240
75
$755K 0.34%
43,480
+4,657
1 2
3
4 5