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
$335M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.5M
3
+$2.34M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.2M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$1.2M

Top Sells

1
+$7.99M
2
+$2.84M
3
+$1.59M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$950K

Sector Composition

1 Technology 23.58%
2 Financials 14.22%
3 Industrials 8.73%
4 Healthcare 5.11%
5 Energy 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.63%
8,919
+780
52
$2.06M 0.61%
6,865
+489
53
$2.05M 0.61%
18,123
+1,596
54
$2.01M 0.6%
4,977
+1,819
55
$1.99M 0.59%
16,476
-2,373
56
$1.98M 0.59%
9,296
+53
57
$1.96M 0.58%
10,670
+344
58
$1.94M 0.58%
17,594
+5,334
59
$1.9M 0.57%
8,832
+530
60
$1.88M 0.56%
88,057
+13,763
61
$1.84M 0.55%
15,916
+1,580
62
$1.79M 0.54%
14,530
+1,008
63
$1.77M 0.53%
23,395
-1,546
64
$1.76M 0.53%
834
+128
65
$1.76M 0.53%
6,745
-1,652
66
$1.6M 0.48%
141,833
+8,650
67
$1.58M 0.47%
3,033
+100
68
$1.55M 0.46%
3,845
+255
69
$1.49M 0.45%
25,482
+1,388
70
$1.48M 0.44%
18,098
-671
71
$1.47M 0.44%
8,464
+64
72
$1.46M 0.44%
38,665
+5,021
73
$1.46M 0.44%
19,323
+4,709
74
$1.43M 0.43%
7,567
+725
75
$1.41M 0.42%
15,229
-27
1 2
3
4 5