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 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
126
-2,275
127
-5,327
128
-31,437
129
-1,909
130
-35,686