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
101
$836K 0.25%
+54,278
102
$835K 0.25%
16,416
-102
103
$816K 0.24%
3,280
+234
104
$780K 0.23%
9,143
+2,980
105
$769K 0.23%
7,201
-143
106
$759K 0.23%
10,207
+743
107
$749K 0.22%
+2,770
108
$730K 0.22%
8,678
+337
109
$729K 0.22%
+6,599
110
$685K 0.2%
5,945
+386
111
$685K 0.2%
1,616
+193
112
$677K 0.2%
11,428
-5,712
113
$635K 0.19%
3,295
+100
114
$612K 0.18%
+16,571
115
$602K 0.18%
8,909
-10
116
$574K 0.17%
10,648
+168
117
$565K 0.17%
6,126
+525
118
$551K 0.16%
4,494
-1,540
119
$523K 0.16%
9,952
+1,044
120
$519K 0.16%
3,185
+273
121
$507K 0.15%
2,705
+172
122
$502K 0.15%
2,368
123
$497K 0.15%
3,475
+250
124
$484K 0.14%
9,696
-199
125
$476K 0.14%
2,838
+8
3 4
5
6 7