MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$410M
1-Year Est. Return
23.36%
1 Year Est. Return
+23.36%
AUM
$410M
AUM Growth
+$30.1M
(+7.9%)
Holding
154
Top Buys
| 1 | +$3.45M | |
| 2 | +$3.25M | |
| 3 | +$3.19M | |
| 4 |
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
|
+$1.63M |
| 5 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$816K |
Top Sells
| 1 | +$3.69M | |
| 2 | +$2.96M | |
| 3 | +$1.58M | |
| 4 |
Zoetis
ZTS
|
+$484K |
| 5 |
Nike
NKE
|
+$384K |
Sector Composition
| 1 | Technology | 22.5% |
| 2 | Financials | 13.56% |
| 3 | Industrials | 9.49% |
| 4 | Healthcare | 4.42% |
| 5 | Energy | 2.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Kimberly-Clark
KMB
$35.2B
| – | – |
-2,479
|
|
||
152
Marvell Technology
MRVL
$86.4B
| – | – |
-4,832
|
|
||
153
New Mountain Finance
NMFC
$1B
| – | – |
-150,065
|
|
||
|
154
Zoetis
ZTS
$54B
| – | – |
-3,106
|
|