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 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
IBTJ icon
151
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$755M
$214K 0.07%
+9,842
KLAC icon
152
KLA
KLAC
$146B
$207K 0.06%
+304
UNH icon
153
UnitedHealth
UNH
$323B
$203K 0.06%
+388
MUB icon
154
iShares National Muni Bond ETF
MUB
$40.3B
$200K 0.06%
1,897
-201
NAGE
155
Niagen Bioscience
NAGE
$585M
$145K 0.05%
20,950
AMAL icon
156
Amalgamated Financial
AMAL
$774M
-6,276
EXAS icon
157
Exact Sciences
EXAS
$11.6B
-4,397
ICF icon
158
iShares Select U.S. REIT ETF
ICF
$1.94B
-41,793
IWO icon
159
iShares Russell 2000 Growth ETF
IWO
$13.1B
-8,677