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
$380M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$3.39M
3
+$3.08M
4
COF icon
Capital One
COF
+$1.83M
5
MAIN icon
Main Street Capital
MAIN
+$1.69M

Top Sells

1
+$2.81M
2
+$2.46M
3
+$1.41M
4
DBP icon
Invesco DB Precious Metals Fund
DBP
+$1.39M
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.27M

Sector Composition

1 Technology 21.23%
2 Financials 14.34%
3 Industrials 9.2%
4 Healthcare 5.06%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
126
Marvell Technology
MRVL
$75.8B
$374K 0.1%
4,832
-12
ES icon
127
Eversource Energy
ES
$26.9B
$368K 0.1%
5,777
-14
BRK.B icon
128
Berkshire Hathaway Class B
BRK.B
$1.06T
$363K 0.1%
748
-7
IBTJ icon
129
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$755M
$348K 0.09%
15,864
+6,022
GPC icon
130
Genuine Parts
GPC
$18.5B
$328K 0.09%
2,700
-24
CNI icon
131
Canadian National Railway
CNI
$59.7B
$322K 0.08%
+3,096
MFC icon
132
Manulife Financial
MFC
$53.5B
$321K 0.08%
10,039
-22
TMO icon
133
Thermo Fisher Scientific
TMO
$204B
$321K 0.08%
791
-1
KMB icon
134
Kimberly-Clark
KMB
$40.3B
$320K 0.08%
2,479
-47
VO icon
135
Vanguard Mid-Cap ETF
VO
$87.5B
$315K 0.08%
1,125
-19
NAGE
136
Niagen Bioscience
NAGE
$585M
$302K 0.08%
20,950
IBKR icon
137
Interactive Brokers
IBKR
$29.5B
$298K 0.08%
5,380
-28
TSLA icon
138
Tesla
TSLA
$1.46T
$295K 0.08%
929
+6
KLAC icon
139
KLA
KLAC
$146B
$271K 0.07%
303
-1
TER icon
140
Teradyne
TER
$22B
$269K 0.07%
2,986
+25
PFS icon
141
Provident Financial Services
PFS
$2.39B
$265K 0.07%
15,144
-37
WEC icon
142
WEC Energy
WEC
$37.6B
$256K 0.07%
2,457
VV icon
143
Vanguard Large-Cap ETF
VV
$46B
$255K 0.07%
895
INSW icon
144
International Seaways
INSW
$2.28B
$245K 0.06%
6,715
-158
OXY icon
145
Occidental Petroleum
OXY
$40.3B
$238K 0.06%
5,669
+37
MELI icon
146
Mercado Libre
MELI
$103B
$235K 0.06%
+90
EXAS icon
147
Exact Sciences
EXAS
$11.6B
$231K 0.06%
+4,344
TLH icon
148
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$223K 0.06%
2,194
+85
CTAS icon
149
Cintas
CTAS
$75.6B
$200K 0.05%
+899
CWB icon
150
SPDR Bloomberg Convertible Securities ETF
CWB
$4.7B
– –
-16,534
3 4 5
6
7