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
$335M
AUM Growth
+$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.5M
3
+$2.34M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.2M
5
DBA icon
Invesco DB Agriculture Fund
DBA
+$1.2M

Top Sells

1
+$7.99M
2
+$2.84M
3
+$1.59M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$950K

Sector Composition

1 Technology 23.58%
2 Financials 14.22%
3 Industrials 8.73%
4 Healthcare 5.11%
5 Energy 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.5M 12.1%
69,121
-13,632
2
$12.9M 3.85%
96,092
-11,866
3
$11.4M 3.39%
48,958
+1,466
4
$6.45M 1.93%
7,038
+190
5
$6.22M 1.86%
25,953
+170
6
$5.96M 1.78%
23,808
-1,864
7
$5.85M 1.75%
50,596
-518
8
$5.81M 1.74%
13,787
+519
9
$5.78M 1.73%
12,219
+198
10
$5.6M 1.67%
16,860
+396
11
$5.49M 1.64%
88,080
-983
12
$5.25M 1.57%
15,702
+491
13
$5.06M 1.51%
43,956
+20,298
14
$4.63M 1.38%
47,810
+504
15
$4.43M 1.32%
9,115
+267
16
$4.17M 1.25%
55,208
+2,414
17
$4.17M 1.24%
12,465
-36
18
$4.16M 1.24%
46,563
-1,067
19
$4.01M 1.2%
24,629
+200
20
$4M 1.19%
22,423
+1,183
21
$3.78M 1.13%
10,836
+727
22
$3.76M 1.12%
52,055
+1,435
23
$3.75M 1.12%
6,407
+662
24
$3.72M 1.11%
22,351
+1,492
25
$3.64M 1.09%
12,267
+733
1
2 3 4 5