MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $410M
1-Year Est. Return 23.36%
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
State Street Technology Select Sector SPDR ETF
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
1
$32.6M 10.14%
58,271
-10,850
2
$8.79M 2.74%
81,111
-14,981
3
$8.69M 2.7%
106,338
+51,130
4
$7.25M 2.26%
43,322
-5,636
5
$6.94M 2.16%
58,765
+8,169
6
$6.54M 2.03%
6,913
-125
7
$6.14M 1.91%
25,027
-926
8
$5.49M 1.71%
11,788
-431
9
$5.41M 1.68%
54,658
+6,848
10
$5.35M 1.66%
48,389
+22,923
11
$5.02M 1.56%
218,626
+92,787
12
$5.01M 1.56%
214,464
+61,798
13
$4.91M 1.53%
13,071
-716
14
$4.71M 1.47%
80,783
-7,297
15
$4.62M 1.44%
45,839
-724
16
$4.52M 1.41%
16,643
-217
17
$4.16M 1.3%
13,102
+637
18
$4.03M 1.25%
15,000
-702
19
$4M 1.24%
11,412
+199
20
$3.97M 1.24%
8,895
-220
21
$3.94M 1.23%
21,987
-436
22
$3.9M 1.21%
17,574
-6,234
23
$3.74M 1.16%
51,493
-562
24
$3.6M 1.12%
6,244
-163
25
$3.55M 1.1%
24,444
-185
1
2 3 4 5