MPI

Mairs & Power Inc Portfolio holdings

AUM $10.1B
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
+$520M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$47M
3
+$28.2M
4
MMM icon
3M
MMM
+$22.3M
5
AMZN icon
Amazon
AMZN
+$20.9M

Top Sells

1
+$46.9M
2
+$45.2M
3
+$45.1M
4
AAPL icon
Apple
AAPL
+$43.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$43.7M

Sector Composition

1 Technology 34.46%
2 Industrials 15.83%
3 Financials 12.22%
4 Healthcare 11.32%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.8T
$997M 9.84%
2,004,808
+8,591
NVDA icon
2
NVIDIA
NVDA
$4.43T
$918M 9.07%
5,812,871
+10,957
AMZN icon
3
Amazon
AMZN
$2.29T
$547M 5.4%
2,492,861
+95,244
JPM icon
4
JPMorgan Chase
JPM
$813B
$435M 4.3%
1,500,966
-161,804
GGG icon
5
Graco
GGG
$13.5B
$342M 3.37%
3,976,890
+52,607
UNH icon
6
UnitedHealth
UNH
$323B
$330M 3.26%
1,057,160
+150,506
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.05T
$320M 3.16%
1,801,827
-246,266
FI icon
8
Fiserv
FI
$64.1B
$299M 2.95%
1,732,621
+15,064
LLY icon
9
Eli Lilly
LLY
$735B
$285M 2.81%
365,327
+534
V icon
10
Visa
V
$651B
$282M 2.79%
794,996
-29,117
TTC icon
11
Toro Company
TTC
$7.26B
$258M 2.55%
3,649,717
-1,719
AAPL icon
12
Apple
AAPL
$3.67T
$234M 2.31%
1,142,568
-213,024
FAST icon
13
Fastenal
FAST
$48.2B
$226M 2.23%
5,372,759
-6,951
ECL icon
14
Ecolab
ECL
$76.8B
$213M 2.1%
788,929
+15,743
MSI icon
15
Motorola Solutions
MSI
$72.8B
$200M 1.97%
475,106
-2,499
LFUS icon
16
Littelfuse
LFUS
$6.62B
$196M 1.94%
866,464
-16,963
LNT icon
17
Alliant Energy
LNT
$17.4B
$184M 1.82%
3,042,142
-2,496
WFC icon
18
Wells Fargo
WFC
$269B
$174M 1.72%
2,174,403
-10,389
NVT icon
19
nVent Electric
NVT
$16.2B
$172M 1.7%
2,353,263
+803
META icon
20
Meta Platforms (Facebook)
META
$1.79T
$161M 1.59%
218,761
+193,254
SHW icon
21
Sherwin-Williams
SHW
$82.6B
$158M 1.56%
460,613
-10,718
WEC icon
22
WEC Energy
WEC
$37.4B
$156M 1.54%
1,492,528
+103,447
JNJ icon
23
Johnson & Johnson
JNJ
$463B
$154M 1.52%
1,010,469
+11,448
QCOM icon
24
Qualcomm
QCOM
$177B
$149M 1.47%
934,161
-15,761
VZ icon
25
Verizon
VZ
$170B
$148M 1.46%
3,413,917
-14,935
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