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
101
$336K 0.15%
1,101
+104
102
$324K 0.15%
5,565
+184
103
$321K 0.14%
6,284
+207
104
$307K 0.14%
2,822
+220
105
$305K 0.14%
567
106
$304K 0.14%
18,993
+2,490
107
$294K 0.13%
3,915
+404
108
$292K 0.13%
7,223
+1,755
109
$290K 0.13%
6,483
+916
110
$262K 0.12%
5,700
+744
111
$261K 0.12%
658
+53
112
$259K 0.12%
1,245
113
$258K 0.12%
2,984
-10,021
114
$252K 0.11%
14,351
+1,784
115
$250K 0.11%
13,615
+607
116
$245K 0.11%
3,044
-486
117
$241K 0.11%
1,518
+151
118
$230K 0.1%
611
+51
119
$223K 0.1%
+1,785
120
$221K 0.1%
1,130
-66
121
$205K 0.09%
+3,441
122
$201K 0.09%
+2,206
123
$174K 0.08%
+10,435
124
$39.3K 0.02%
35,744
-5,000
125
$30.6K 0.01%
20,950
2 3 4
5
6