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
XEL icon
101
Xcel Energy
XEL
$48B
$776K 0.24%
10,964
+2,055
RNR icon
102
RenaissanceRe
RNR
$11.8B
$764K 0.24%
3,183
-97
DE icon
103
Deere & Co
DE
$124B
$748K 0.23%
1,593
-23
SNPS icon
104
Synopsys
SNPS
$83.1B
$737K 0.23%
1,718
-58
MU icon
105
Micron Technology
MU
$227B
$726K 0.23%
8,357
-321
SOFI icon
106
SoFi Technologies
SOFI
$31.8B
$718K 0.22%
61,777
+7,499
BXP icon
107
Boston Properties
BXP
$11.3B
$709K 0.22%
10,559
+352
CSCO icon
108
Cisco
CSCO
$277B
$701K 0.22%
11,355
-73
ZBRA icon
109
Zebra Technologies
ZBRA
$14.9B
$695K 0.22%
2,461
+1,496
AEP icon
110
American Electric Power
AEP
$62.9B
$692K 0.22%
6,334
+208
PBA icon
111
Pembina Pipeline
PBA
$22B
$664K 0.21%
16,578
+7
PYPL icon
112
PayPal
PYPL
$64.4B
$651K 0.2%
9,984
+841
TSM icon
113
TSMC
TSM
$1.53T
$639K 0.2%
+3,852
MNST icon
114
Monster Beverage
MNST
$68.6B
$599K 0.19%
10,236
+284
D icon
115
Dominion Energy
D
$51.7B
$599K 0.19%
10,682
+34
PNC icon
116
PNC Financial Services
PNC
$70.4B
$586K 0.18%
3,335
+40
IAGG icon
117
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$578K 0.18%
11,571
+1,875
EOG icon
118
EOG Resources
EOG
$58B
$552K 0.17%
4,304
-190
DELL icon
119
Dell
DELL
$100B
$524K 0.16%
5,745
-200
ZTS icon
120
Zoetis
ZTS
$63.8B
$512K 0.16%
3,109
-76
UHT
121
Universal Health Realty Income Trust
UHT
$500M
$508K 0.16%
12,408
+23
CMG icon
122
Chipotle Mexican Grill
CMG
$56.1B
$503K 0.16%
10,021
-5,237
PG icon
123
Procter & Gamble
PG
$354B
$485K 0.15%
2,846
+8
MANH icon
124
Manhattan Associates
MANH
$11.9B
$484K 0.15%
2,797
+27
HYG icon
125
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$482K 0.15%
6,105
+933
3 4
5
6 7