MPI
Mairs & Power Inc Portfolio holdings
AUM
$10.6B
1-Year Est. Return
17.45%
1 Year Est. Return
+17.45%
AUM
$10.6B
AUM Growth
+$509M
(+5%)
Holding
259
Top Buys
| 1 | +$34.5M | |
| 2 | +$28M | |
| 3 | +$21.9M | |
| 4 |
Palo Alto Networks
PANW
|
+$14.3M |
| 5 |
Amazon
AMZN
|
+$13.8M |
Top Sells
| 1 | +$51.4M | |
| 2 | +$46.6M | |
| 3 | +$44.1M | |
| 4 |
JPMorgan Chase
JPM
|
+$44M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$36.5M |
Sector Composition
| 1 | Technology | 34.55% |
| 2 | Industrials | 15.82% |
| 3 | Healthcare | 11.37% |
| 4 | Financials | 11.3% |
| 5 | Communication Services | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.37T
| $1.04B | 9.78% |
5,576,420
-236,451
|
|
||
2
Microsoft
MSFT
$3.62T
| $987M | 9.28% |
1,905,547
-99,261
|
|
||
|
3
Amazon
AMZN
$2.5T
| $561M | 5.27% |
2,555,902
+63,041
|
|
||
|
4
JPMorgan Chase
JPM
$841B
| $429M | 4.04% |
1,361,530
-139,436
|
|
||
5
Alphabet (Google) Class C
GOOG
$3.8T
| $429M | 4.03% |
1,762,588
-39,239
|
|
||
6
UnitedHealth
UNH
$293B
| $369M | 3.47% |
1,069,947
+12,787
|
|
||
7
Graco
GGG
$13.6B
| $334M | 3.14% |
3,934,001
-42,889
|
|
||
8
Apple
AAPL
$4.18T
| $301M | 2.83% |
1,182,743
+40,175
|
|
||
9
Toro Company
TTC
$6.9B
| $274M | 2.58% |
3,600,459
-49,258
|
|
||
10
Eli Lilly
LLY
$947B
| $273M | 2.57% |
358,177
-7,150
|
|
||
11
Visa
V
$638B
| $270M | 2.54% |
791,147
-3,849
|
|
||
12
Fastenal
FAST
$46.1B
| $231M | 2.18% |
4,719,036
-653,723
|
|
||
|
FISV
13
Fiserv Inc
FISV
$33.7B
| $226M | 2.12% |
1,749,931
+17,310
|
|
||
14
nVent Electric
NVT
$17.1B
| $215M | 2.02% |
2,182,373
-170,890
|
|
||
15
Ecolab
ECL
$77.3B
| $213M | 2% |
777,029
-11,900
|
|
||
16
Littelfuse
LFUS
$6.31B
| $211M | 1.98% |
813,938
-52,526
|
|
||
17
Motorola Solutions
MSI
$62.2B
| $210M | 1.98% |
460,229
-14,877
|
|
||
18
WEC Energy
WEC
$35.6B
| $206M | 1.93% |
1,793,851
+301,323
|
|
||
19
Alliant Energy
LNT
$17.4B
| $202M | 1.9% |
2,993,643
-48,499
|
|
||
20
Meta Platforms (Facebook)
META
$1.62T
| $189M | 1.77% |
256,927
+38,166
|
|
||
21
Johnson & Johnson
JNJ
$495B
| $183M | 1.72% |
985,502
-24,967
|
|
||
22
Wells Fargo
WFC
$268B
| $182M | 1.71% |
2,172,337
-2,066
|
|
||
23
Sherwin-Williams
SHW
$84.7B
| $161M | 1.51% |
464,043
+3,430
|
|
||
24
Bio-Techne
TECH
$9.93B
| $156M | 1.47% |
2,807,409
+91,031
|
|
||
25
Verizon
VZ
$172B
| $150M | 1.41% |
3,414,075
+158
|
|