MPPLM
Midwest Professional Planners Ltd (MPPL) Portfolio holdings
AUM
$425M
1-Year Est. Return
28.89%
This Fund
S&P 500
1 Year Est. Return
+28.89%
AUM
$422M
AUM Growth
+$12.3M
(+3%)
Holding
157
Top Buys
| 1 | +$3.39M | |
| 2 | +$3.3M | |
| 3 | +$3.25M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$3.21M |
| 5 |
Advanced Micro Devices
AMD
|
+$2.16M |
Top Sells
| 1 | +$5.3M | |
| 2 | +$3.45M | |
| 3 | +$3.19M | |
| 4 |
iShares US Utilities ETF
IDU
|
+$3.12M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$3.07M |
Sector Composition
| 1 | Technology | 23.41% |
| 2 | Financials | 13.84% |
| 3 | Industrials | 9.86% |
| 4 | Healthcare | 4.46% |
| 5 | Energy | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.95B
| – | – |
-38,133
|
|
||
152
Dimensional US Equity ETF
DFUS
$20.5B
| – | – |
-4,829
|
|
||
153
Eversource Energy
ES
$25.7B
| – | – |
-5,637
|
|
||
|
IBTF
154
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-226,717
|
|
||
|
155
iShares US Utilities ETF
IDU
$1.41B
| – | – |
-28,162
|
|
||
156
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
| – | – |
-22,412
|
|
||
157
Mercado Libre
MELI
$81.5B
| – | – |
-87
|
|