MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.64M
3
+$3.62M
4
TSM icon
TSMC
TSM
+$3.54M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.52M

Top Sells

1
+$3.55M
2
+$3.52M
3
+$3.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.29M
5
ABBV icon
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
CDNS icon
101
Cadence Design Systems
CDNS
$111B
$983K 0.23%
3,537
+23
DE icon
102
Deere & Co
DE
$159B
$958K 0.23%
1,701
+38
MFC icon
103
Manulife Financial
MFC
$63.5B
$954K 0.22%
27,702
+305
AEP icon
104
American Electric Power
AEP
$70B
$947K 0.22%
7,223
+229
NKE icon
105
Nike
NKE
$64.3B
$946K 0.22%
17,904
+266
NXPI icon
106
NXP Semiconductors
NXPI
$81.3B
$907K 0.21%
4,607
+123
PLTR icon
107
Palantir
PLTR
$345B
$900K 0.21%
6,155
-5,235
WTM icon
108
White Mountains Insurance
WTM
$5.02B
$868K 0.2%
395
+7
MNST icon
109
Monster Beverage
MNST
$87.1B
$832K 0.2%
11,488
+214
DDOG icon
110
Datadog
DDOG
$88.3B
$763K 0.18%
6,463
+149
SNPS icon
111
Synopsys
SNPS
$94.3B
$704K 0.17%
1,776
+17
GOOGL icon
112
Alphabet (Google) Class A
GOOGL
$4.36T
$680K 0.16%
2,364
+29
PR icon
113
Permian Resources
PR
$17.1B
$650K 0.15%
30,509
-192
EOG icon
114
EOG Resources
EOG
$75.7B
$625K 0.15%
4,320
+19
BXP icon
115
Boston Properties
BXP
$9.65B
$590K 0.14%
11,366
+17
DAC icon
116
Danaos Corp
DAC
$2.37B
$584K 0.14%
5,185
+19
NOG icon
117
Northern Oil and Gas
NOG
$2.43B
$579K 0.14%
19,822
+45
NIC icon
118
Nicolet Bankshares
NIC
$2.86B
$566K 0.13%
+3,810
ZBRA icon
119
Zebra Technologies
ZBRA
$11.7B
$492K 0.12%
2,354
-36
PEP icon
120
PepsiCo
PEP
$196B
$488K 0.11%
3,141
+2
PFS icon
121
Provident Financial Services
PFS
$2.82B
$477K 0.11%
22,561
+1,583
PG icon
122
Procter & Gamble
PG
$330B
$394K 0.09%
2,729
+8
BNTX icon
123
BioNTech
BNTX
$22.4B
$356K 0.08%
4,009
+41
BRK.B icon
124
Berkshire Hathaway Class B
BRK.B
$1.02T
$354K 0.08%
738
-10
NFLX icon
125
Netflix
NFLX
$343B
$353K 0.08%
3,674
+19
2 3 4
5
6