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
76
$735K 0.33%
6,105
+721
77
$704K 0.32%
3,574
+192
78
$679K 0.31%
20,470
+2,487
79
$650K 0.29%
12,094
+1,365
80
$594K 0.27%
3,565
+319
81
$581K 0.26%
2,322
+152
82
$580K 0.26%
5,254
-1,261
83
$578K 0.26%
1,141
+82
84
$575K 0.26%
1,966
+242
85
$553K 0.25%
11,345
-363
86
$547K 0.25%
4,149
+518
87
$523K 0.24%
4,124
+1,417
88
$486K 0.22%
3,713
+315
89
$472K 0.21%
4,604
-147
90
$467K 0.21%
916
+94
91
$457K 0.21%
7,983
+395
92
$421K 0.19%
5,843
-18,425
93
$393K 0.18%
1,123
-57
94
$386K 0.17%
2,646
-19
95
$371K 0.17%
1,877
+213
96
$359K 0.16%
2,404
+199
97
$355K 0.16%
7,825
+1,232
98
$345K 0.16%
1,986
+218
99
$343K 0.15%
5,040
+520
100
$341K 0.15%
2,368
2 3
4
5 6