MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $425M
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.07M
3
+$3.05M
4
SDCI icon
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
+$1.58M
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$813K

Top Sells

1
+$3.68M
2
+$2.88M
3
+$1.58M
4
ZTS icon
Zoetis
ZTS
+$484K
5
NKE icon
Nike
NKE
+$410K

Sector Composition

1 Technology 22.5%
2 Financials 13.56%
3 Industrials 9.49%
4 Healthcare 4.42%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.2M 10.3%
63,368
+4,796
2
$16.6M 4.05%
150,142
-33,361
3
$15.1M 3.69%
81,157
-472
4
$14.1M 3.44%
42,761
-444
5
$7.92M 1.93%
25,120
-92
6
$7.28M 1.78%
60,911
+758
7
$7.03M 1.71%
52,479
+129
8
$6.76M 1.65%
72,379
-31,660
9
$6.73M 1.64%
293,258
+30,835
10
$6.6M 1.61%
12,741
-199
11
$6.52M 1.59%
23,168
+114
12
$6.49M 1.58%
30,525
-84
13
$6.41M 1.56%
17,118
-36
14
$6.39M 1.56%
6,901
-93
15
$5.86M 1.43%
58,411
+2,320
16
$5.71M 1.39%
11,986
+23
17
$5.4M 1.32%
32,293
+919
18
$5.38M 1.31%
14,210
-245
19
$5.34M 1.3%
81,802
+1,135
20
$5.3M 1.29%
226,717
+7,066
21
$5.11M 1.25%
95,774
+1,240
22
$5.08M 1.24%
24,828
-89
23
$4.84M 1.18%
11,467
-4
24
$4.79M 1.17%
6,011
+273
25
$4.54M 1.11%
6,181
-30
1
2 3 4 5