MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
State Street Technology Select Sector SPDR ETF
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
126
$478K 0.15%
2,658
-47
127
$474K 0.15%
4,244
+31
128
$451K 0.14%
2,368
129
$402K 0.13%
755
130
$394K 0.12%
792
-31
131
$360K 0.11%
5,791
-117
132
$359K 0.11%
2,526
-38
133
$358K 0.11%
3,930
-121
134
$352K 0.11%
2,275
-5,292
135
$349K 0.11%
7,401
+88
136
$338K 0.11%
3,405
-70
137
$326K 0.1%
3,500
-290
138
$325K 0.1%
2,724
-330
139
$313K 0.1%
10,061
-184
140
$298K 0.09%
4,844
-1,755
141
$296K 0.09%
1,144
-38
142
$278K 0.09%
5,632
-252
143
$268K 0.08%
2,457
144
$261K 0.08%
15,181
-262
145
$245K 0.08%
2,961
+214
146
$239K 0.07%
923
-4,054
147
$230K 0.07%
895
148
$228K 0.07%
6,873
-397
149
$224K 0.07%
5,408
+348
150
$219K 0.07%
+2,109
3 4 5
6
7