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 Buys

1
+$4.18M
2
+$2.53M
3
+$2.5M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.46M
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$2.13M

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
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$660B
$32.6M 10.14%
58,271
-10,850
NVDA icon
2
NVIDIA
NVDA
$4.46T
$8.79M 2.74%
81,111
-14,981
EFA icon
3
iShares MSCI EAFE ETF
EFA
$68.2B
$8.69M 2.7%
106,338
+51,130
AVGO icon
4
Broadcom
AVGO
$1.65T
$7.25M 2.26%
43,322
-5,636
IEI icon
5
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$6.94M 2.16%
58,765
+8,169
COST icon
6
Costco
COST
$415B
$6.54M 2.03%
6,913
-125
JPM icon
7
JPMorgan Chase
JPM
$810B
$6.14M 1.91%
25,027
-926
MCO icon
8
Moody's
MCO
$84.5B
$5.49M 1.71%
11,788
-431
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$133B
$5.41M 1.68%
54,658
+6,848
SHV icon
10
iShares Short Treasury Bond ETF
SHV
$20.7B
$5.35M 1.66%
48,389
+22,923
IBTG icon
11
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$5.02M 1.56%
218,626
+92,787
IBTF icon
12
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$5.01M 1.56%
214,464
+61,798
MSFT icon
13
Microsoft
MSFT
$3.82T
$4.91M 1.53%
13,071
-716
IJH icon
14
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$4.71M 1.47%
80,783
-7,297
BSX icon
15
Boston Scientific
BSX
$147B
$4.62M 1.44%
45,839
-724
ETN icon
16
Eaton
ETN
$145B
$4.52M 1.41%
16,643
-217
IWV icon
17
iShares Russell 3000 ETF
IWV
$17.1B
$4.16M 1.3%
13,102
+637
CRM icon
18
Salesforce
CRM
$231B
$4.03M 1.25%
15,000
-702
V icon
19
Visa
V
$664B
$4M 1.24%
11,412
+199
LMT icon
20
Lockheed Martin
LMT
$116B
$3.97M 1.24%
8,895
-220
COF icon
21
Capital One
COF
$135B
$3.94M 1.23%
21,987
-436
AAPL icon
22
Apple
AAPL
$3.74T
$3.9M 1.21%
17,574
-6,234
LRCX icon
23
Lam Research
LRCX
$178B
$3.74M 1.16%
51,493
-562
META icon
24
Meta Platforms (Facebook)
META
$1.8T
$3.6M 1.12%
6,244
-163
AMAT icon
25
Applied Materials
AMAT
$179B
$3.55M 1.1%
24,444
-185
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