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
TXN icon
126
Texas Instruments
TXN
$161B
$478K 0.15%
2,658
-47
PLD icon
127
Prologis
PLD
$115B
$474K 0.15%
4,244
+31
BMI icon
128
Badger Meter
BMI
$5.3B
$451K 0.14%
2,368
BRK.B icon
129
Berkshire Hathaway Class B
BRK.B
$1.06T
$402K 0.13%
755
TMO icon
130
Thermo Fisher Scientific
TMO
$204B
$394K 0.12%
792
-31
ES icon
131
Eversource Energy
ES
$26.9B
$360K 0.11%
5,791
-117
KMB icon
132
Kimberly-Clark
KMB
$40.3B
$359K 0.11%
2,526
-38
BNTX icon
133
BioNTech
BNTX
$25.3B
$358K 0.11%
3,930
-121
GOOGL icon
134
Alphabet (Google) Class A
GOOGL
$3.06T
$352K 0.11%
2,275
-5,292
TRP icon
135
TC Energy
TRP
$53.5B
$349K 0.11%
7,401
+88
DDOG icon
136
Datadog
DDOG
$53.3B
$338K 0.11%
3,405
-70
NFLX icon
137
Netflix
NFLX
$510B
$326K 0.1%
350
-29
GPC icon
138
Genuine Parts
GPC
$18.5B
$325K 0.1%
2,724
-330
MFC icon
139
Manulife Financial
MFC
$53.5B
$313K 0.1%
10,061
-184
MRVL icon
140
Marvell Technology
MRVL
$75.8B
$298K 0.09%
4,844
-1,755
VO icon
141
Vanguard Mid-Cap ETF
VO
$87.5B
$296K 0.09%
1,144
-38
OXY icon
142
Occidental Petroleum
OXY
$40.3B
$278K 0.09%
5,632
-252
WEC icon
143
WEC Energy
WEC
$37.6B
$268K 0.08%
2,457
PFS icon
144
Provident Financial Services
PFS
$2.39B
$261K 0.08%
15,181
-262
TER icon
145
Teradyne
TER
$22B
$245K 0.08%
2,961
+214
TSLA icon
146
Tesla
TSLA
$1.46T
$239K 0.07%
923
-4,054
VV icon
147
Vanguard Large-Cap ETF
VV
$46B
$230K 0.07%
895
INSW icon
148
International Seaways
INSW
$2.28B
$228K 0.07%
6,873
-397
IBKR icon
149
Interactive Brokers
IBKR
$29.5B
$224K 0.07%
5,408
+348
TLH icon
150
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$219K 0.07%
+2,109
3 4 5
6
7