MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$380M
1-Year Est. Return
20.36%
1 Year Est. Return
+20.36%
AUM
$380M
AUM Growth
+$58.4M
(+18%)
Holding
161
Top Buys
| 1 | +$14.9M | |
| 2 | +$3.39M | |
| 3 | +$3.08M | |
| 4 |
Capital One
COF
|
+$1.83M |
| 5 |
Main Street Capital
MAIN
|
+$1.69M |
Top Sells
| 1 | +$2.81M | |
| 2 | +$2.46M | |
| 3 | +$1.41M | |
| 4 |
Invesco DB Precious Metals Fund
DBP
|
+$1.39M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
+$1.27M |
Sector Composition
| 1 | Technology | 21.23% |
| 2 | Financials | 14.34% |
| 3 | Industrials | 9.2% |
| 4 | Healthcare | 5.06% |
| 5 | Energy | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco DB Agriculture Fund
DBA
$787M
| – | – |
-47,606
|
|
||
|
152
Invesco DB Precious Metals Fund
DBP
$242M
| – | – |
-19,416
|
|
||
|
DFS
153
DELISTED
Discover Financial Services
DFS
| – | – |
-8,263
|
|
||
154
Fiserv
FI
$66.1B
| – | – |
-12,746
|
|
||
155
iShares Floating Rate Bond ETF
FLOT
$8.98B
| – | – |
-18,996
|
|
||
156
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
| – | – |
-6,105
|
|
||
157
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
| – | – |
-11,571
|
|
||
158
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| – | – |
-8,626
|
|
||
159
iShares National Muni Bond ETF
MUB
$40.3B
| – | – |
-1,897
|
|
||
160
UnitedHealth
UNH
$323B
| – | – |
-388
|
|
||
161
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-11,901
|
|