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

Top Buys

1
+$3.28M
2
+$3.07M
3
+$3.05M
4
SDCI icon
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
+$1.58M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$813K

Top Sells

1
+$3.68M
2
+$2.88M
3
+$1.58M
4
ZTS icon
Zoetis
ZTS
+$484K
5
NKE icon
Nike
NKE
+$410K

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
51
$2.88M 0.7%
4,725
+17
52
$2.86M 0.7%
36,770
-681
53
$2.67M 0.65%
22,497
+203
54
$2.6M 0.63%
17,853
+423
55
$2.56M 0.62%
15,817
+361
56
$2.44M 0.59%
19,219
+231
57
$2.29M 0.56%
12,562
-162
58
$2.28M 0.56%
92,789
-457
59
$2.27M 0.55%
9,232
-179
60
$2.22M 0.54%
9,117
+142
61
$2.16M 0.53%
14,674
+232
62
$2.15M 0.53%
9,171
-40
63
$2.12M 0.52%
9,652
-122
64
$2.05M 0.5%
35,324
+636
65
$2.03M 0.5%
7,029
-109
66
$2.02M 0.49%
15,052
+12
67
$2.01M 0.49%
76,107
+12,836
68
$1.96M 0.48%
13,845
+156
69
$1.94M 0.47%
10,071
-186
70
$1.89M 0.46%
12,698
+144
71
$1.82M 0.44%
6,456
-122
72
$1.8M 0.44%
18,670
+332
73
$1.78M 0.43%
21,472
+188
74
$1.75M 0.43%
41,518
+114
75
$1.63M 0.4%
+70,692
1 2
3
4 5