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
126
$462K 0.14%
4,051
+222
127
$461K 0.14%
12,385
+1,355
128
$445K 0.13%
4,213
+77
129
$428K 0.13%
823
+50
130
$407K 0.12%
+18,582
131
$407K 0.12%
5,172
-159
132
$388K 0.12%
2,555
-3,922
133
$373K 0.11%
+965
134
$357K 0.11%
3,054
-6,628
135
$346K 0.1%
+2,747
136
$342K 0.1%
755
137
$340K 0.1%
+7,313
138
$339K 0.1%
5,908
+1
139
$338K 0.1%
379
+17
140
$336K 0.1%
2,564
-2,306
141
$315K 0.09%
+10,245
142
$312K 0.09%
1,182
143
$291K 0.09%
15,443
+1,142
144
$291K 0.09%
5,884
-4,758
145
$261K 0.08%
7,270
-284
146
$247K 0.07%
4,397
+613
147
$241K 0.07%
895
-43
148
$231K 0.07%
2,457
149
$224K 0.07%
2,098
-1,475
150
$223K 0.07%
+5,060
3 4 5
6
7