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
$422M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.3M
3
+$3.25M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.21M
5
AMD icon
Advanced Micro Devices
AMD
+$2.16M

Top Sells

1
+$5.3M
2
+$3.45M
3
+$3.19M
4
IDU icon
iShares US Utilities ETF
IDU
+$3.12M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.07M

Sector Composition

1 Technology 23.41%
2 Financials 13.84%
3 Industrials 9.86%
4 Healthcare 4.46%
5 Energy 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDOG icon
101
Datadog
DDOG
$72.2B
$859K 0.2%
6,314
+2,910
SNPS icon
102
Synopsys
SNPS
$97.7B
$826K 0.2%
1,759
+50
AEP icon
103
American Electric Power
AEP
$69.6B
$806K 0.19%
6,994
+383
WTM icon
104
White Mountains Insurance
WTM
$5.25B
$806K 0.19%
388
-234
DE icon
105
Deere & Co
DE
$155B
$774K 0.18%
1,663
+57
BXP icon
106
Boston Properties
BXP
$9.31B
$766K 0.18%
11,349
+113
TRP icon
107
TC Energy
TRP
$69.9B
$756K 0.18%
13,735
+439
KLAC icon
108
KLA
KLAC
$247B
$746K 0.18%
614
+323
GOOGL icon
109
Alphabet (Google) Class A
GOOGL
$4.86T
$731K 0.17%
2,335
+108
DELL icon
110
Dell
DELL
$161B
$727K 0.17%
5,773
+80
IBTJ icon
111
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.22B
$677K 0.16%
30,859
+9,262
GPC icon
112
Genuine Parts
GPC
$13.4B
$642K 0.15%
5,221
+2,528
PLD icon
113
Prologis
PLD
$132B
$627K 0.15%
4,911
+595
ZBRA icon
114
Zebra Technologies
ZBRA
$11.8B
$580K 0.14%
2,390
+6
ASML icon
115
ASML
ASML
$611B
$526K 0.12%
+492
MANH icon
116
Manhattan Associates
MANH
$7.43B
$526K 0.12%
3,036
+178
PYPL icon
117
PayPal
PYPL
$39.7B
$518K 0.12%
8,869
-1,289
DAC icon
118
Danaos Corp
DAC
$2.41B
$487K 0.12%
+5,166
TMO icon
119
Thermo Fisher Scientific
TMO
$167B
$468K 0.11%
808
+15
EOG icon
120
EOG Resources
EOG
$72.4B
$452K 0.11%
4,301
+75
PEP icon
121
PepsiCo
PEP
$204B
$451K 0.11%
3,139
-227
PR icon
122
Permian Resources
PR
$16.9B
$431K 0.1%
30,701
-40,714
NOG icon
123
Northern Oil and Gas
NOG
$2.47B
$425K 0.1%
19,777
-22,352
PFS icon
124
Provident Financial Services
PFS
$2.87B
$414K 0.1%
20,978
+5,840
BMI icon
125
Badger Meter
BMI
$3.39B
$413K 0.1%
2,368
3 4
5
6 7