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
$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
Technology Select Sector SPDR Fund
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
EEM icon
76
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$1.34M 0.42%
30,777
+1,050
ABT icon
77
Abbott
ABT
$224B
$1.33M 0.41%
10,030
-174
NXPI icon
78
NXP Semiconductors
NXPI
$54B
$1.32M 0.41%
6,947
+496
CVX icon
79
Chevron
CVX
$308B
$1.28M 0.4%
7,630
+247
CWB icon
80
SPDR Bloomberg Convertible Securities ETF
CWB
$4.7B
$1.27M 0.39%
16,534
+2,101
PEP icon
81
PepsiCo
PEP
$210B
$1.26M 0.39%
8,406
+5,851
DBA icon
82
Invesco DB Agriculture Fund
DBA
$787M
$1.25M 0.39%
47,606
+2,362
NOG icon
83
Northern Oil and Gas
NOG
$2.11B
$1.25M 0.39%
41,465
+7,306
RY icon
84
Royal Bank of Canada
RY
$206B
$1.23M 0.38%
10,932
+1,560
NKE icon
85
Nike
NKE
$99.6B
$1.23M 0.38%
19,393
+70
ARCC icon
86
Ares Capital
ARCC
$13.8B
$1.22M 0.38%
54,978
+3,313
ABR icon
87
Arbor Realty Trust
ABR
$2.24B
$1.21M 0.38%
102,893
+2,491
SHOP icon
88
Shopify
SHOP
$205B
$1.19M 0.37%
12,444
+1,904
JEPI icon
89
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$1.17M 0.36%
20,509
+1,025
WTM icon
90
White Mountains Insurance
WTM
$4.93B
$1.14M 0.35%
592
+11
TRMD icon
91
TORM
TRMD
$2.03B
$1.13M 0.35%
68,441
+1,814
OGE icon
92
OGE Energy
OGE
$9.36B
$1.11M 0.34%
24,097
+612
PLTR icon
93
Palantir
PLTR
$423B
$1.09M 0.34%
12,881
-10,514
PR icon
94
Permian Resources
PR
$9.15B
$989K 0.31%
71,419
-1,974
FLOT icon
95
iShares Floating Rate Bond ETF
FLOT
$8.98B
$970K 0.3%
18,996
+2,580
IBTI icon
96
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$949K 0.3%
42,665
+24,083
LQD icon
97
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$938K 0.29%
8,626
+1,425
EA icon
98
Electronic Arts
EA
$49.9B
$902K 0.28%
6,239
-1,724
CDNS icon
99
Cadence Design Systems
CDNS
$88.9B
$890K 0.28%
3,499
-27
CNX icon
100
CNX Resources
CNX
$4.52B
$815K 0.25%
25,874
-487
2 3
4
5 6