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
$321M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.53M
3
+$2.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.46M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.13M

Top Sells

1
+$6.07M
2
+$2.52M
3
+$2.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.3M
5
NVDA icon
NVIDIA
NVDA
+$1.62M

Sector Composition

1 Technology 19.76%
2 Financials 14.51%
3 Industrials 9.06%
4 Healthcare 5.68%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.67%
9,083
+164
52
$2.08M 0.65%
6,943
+78
53
$2.06M 0.64%
8,919
+87
54
$2.05M 0.64%
6,577
-168
55
$1.98M 0.62%
88,356
+35,036
56
$1.89M 0.59%
9,384
+88
57
$1.86M 0.58%
9,771
-1,352
58
$1.74M 0.54%
20,989
+2,891
59
$1.73M 0.54%
32,956
+8,404
60
$1.72M 0.53%
17,988
+2,759
61
$1.69M 0.53%
18,447
+324
62
$1.68M 0.52%
3,455
-390
63
$1.6M 0.5%
145,346
+3,513
64
$1.6M 0.5%
13,477
+419
65
$1.57M 0.49%
15,322
-1,154
66
$1.56M 0.49%
844
+10
67
$1.52M 0.47%
39,814
+1,149
68
$1.49M 0.46%
13,922
-608
69
$1.48M 0.46%
26,096
+614
70
$1.42M 0.44%
9,069
-1,946
71
$1.41M 0.44%
8,263
-201
72
$1.4M 0.44%
2,823
-210
73
$1.4M 0.43%
90,509
+2,452
74
$1.39M 0.43%
19,416
+1,095
75
$1.35M 0.42%
17,413
-181
1 2
3
4 5