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
76
$1.4M 0.42%
13,058
+311
77
$1.39M 0.42%
100,402
+4,697
78
$1.34M 0.4%
6,451
+151
79
$1.3M 0.39%
66,627
+13,756
80
$1.27M 0.38%
34,159
+2,853
81
$1.24M 0.37%
29,727
+1,551
82
$1.2M 0.36%
+45,244
83
$1.18M 0.35%
53,320
+17,635
84
$1.16M 0.35%
7,963
+413
85
$1.15M 0.34%
10,204
+312
86
$1.13M 0.34%
51,665
-35,630
87
$1.13M 0.34%
581
+50
88
$1.13M 0.34%
9,372
+855
89
$1.12M 0.34%
14,433
-36,448
90
$1.12M 0.33%
19,484
-11,052
91
$1.12M 0.33%
10,540
+3,970
92
$1.11M 0.33%
+18,321
93
$1.09M 0.32%
24,552
+1,806
94
$1.07M 0.32%
7,383
+79
95
$1.06M 0.32%
3,526
+293
96
$1.06M 0.32%
73,393
+2,991
97
$969K 0.29%
23,485
+935
98
$967K 0.29%
26,361
+1,962
99
$920K 0.27%
15,258
+4,816
100
$862K 0.26%
1,776
+132
2 3
4
5 6