MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$425M
1-Year Est. Return
28.89%
This Fund
S&P 500
1 Year Est. Return
+28.89%
AUM
$425M
AUM Growth
+$2.38M
(+0.56%)
Holding
146
Top Buys
| 1 | +$3.65M | |
| 2 | +$3.64M | |
| 3 | +$3.62M | |
| 4 |
TSMC
TSM
|
+$3.54M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$1.52M |
Top Sells
| 1 | +$3.55M | |
| 2 | +$3.52M | |
| 3 | +$3.32M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.29M |
| 5 |
AbbVie
ABBV
|
+$1.49M |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 12.39% |
| 3 | Industrials | 10.6% |
| 4 | Healthcare | 3.4% |
| 5 | Energy | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
| $1.81M | 0.43% |
31,939
+3,397
|
|
||
77
Salesforce
CRM
$157B
| $1.74M | 0.41% |
9,340
-206
|
|
||
78
ASML
ASML
$664B
| $1.74M | 0.41% |
1,319
+827
|
|
||
79
Shopify
SHOP
$147B
| $1.73M | 0.41% |
14,588
+461
|
|
||
80
Chevron
CVX
$380B
| $1.62M | 0.38% |
7,829
-69
|
|
||
81
Vertex Pharmaceuticals
VRTX
$108B
| $1.58M | 0.37% |
3,549
+25
|
|
||
82
KLA
KLAC
$274B
| $1.5M | 0.35% |
1,022
+408
|
|
||
83
Public Storage
PSA
$53.2B
| $1.47M | 0.35% |
5,424
-122
|
|
||
84
Abbott
ABT
$152B
| $1.47M | 0.35% |
14,281
-1,916
|
|
||
85
Interactive Brokers
IBKR
$39B
| $1.33M | 0.31% |
19,798
+15,440
|
|
||
86
Tesla
TSLA
$1.58T
| $1.32M | 0.31% |
3,545
-205
|
|
||
87
American Tower
AMT
$86.9B
| $1.31M | 0.31% |
7,595
-200
|
|
||
88
Intuitive Surgical
ISRG
$143B
| $1.28M | 0.3% |
2,785
-12
|
|
||
89
Dominion Energy
D
$58.4B
| $1.28M | 0.3% |
20,694
+16,078
|
|
||
90
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.24B
| $1.26M | 0.3% |
57,797
+26,938
|
|
||
91
Ares Capital
ARCC
$13.4B
| $1.24M | 0.29% |
69,047
+6,774
|
|
||
92
Electronic Arts
EA
$50.8B
| $1.24M | 0.29% |
6,101
-77
|
|
||
93
OGE Energy
OGE
$9.71B
| $1.14M | 0.27% |
23,792
-573
|
|
||
94
Prologis
PLD
$132B
| $1.13M | 0.27% |
8,575
+3,664
|
|
||
95
Xcel Energy
XEL
$48.9B
| $1.08M | 0.25% |
13,621
+55
|
|
||
96
Pembina Pipeline
PBA
$28.6B
| $1.07M | 0.25% |
24,008
+410
|
|
||
97
SoFi Technologies
SOFI
$21.4B
| $1.07M | 0.25% |
67,665
-10,437
|
|
||
98
CNX Resources
CNX
$4.76B
| $1.03M | 0.24% |
26,684
+235
|
|
||
99
TC Energy
TRP
$71.5B
| $1.02M | 0.24% |
16,311
+2,576
|
|
||
100
RenaissanceRe
RNR
$12B
| $985K | 0.23% |
3,313
+48
|
|