MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
State Street Technology Select Sector SPDR ETF
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
76
$1.34M 0.42%
30,777
+1,050
77
$1.33M 0.41%
10,030
-174
78
$1.32M 0.41%
6,947
+496
79
$1.28M 0.4%
7,630
+247
80
$1.27M 0.39%
16,534
+2,101
81
$1.26M 0.39%
8,406
+5,851
82
$1.25M 0.39%
47,606
+2,362
83
$1.25M 0.39%
41,465
+7,306
84
$1.23M 0.38%
10,932
+1,560
85
$1.23M 0.38%
19,393
+70
86
$1.22M 0.38%
54,978
+3,313
87
$1.21M 0.38%
102,893
+2,491
88
$1.19M 0.37%
12,444
+1,904
89
$1.17M 0.36%
20,509
+1,025
90
$1.14M 0.35%
592
+11
91
$1.13M 0.35%
68,441
+1,814
92
$1.11M 0.34%
24,097
+612
93
$1.09M 0.34%
12,881
-10,514
94
$989K 0.31%
71,419
-1,974
95
$970K 0.3%
18,996
+2,580
96
$949K 0.3%
42,665
+24,083
97
$938K 0.29%
8,626
+1,425
98
$902K 0.28%
6,239
-1,724
99
$890K 0.28%
3,499
-27
100
$815K 0.25%
25,874
-487
2 3
4
5 6