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 | |
|---|---|---|---|---|---|---|
101
MGP Ingredients
MGPI
$533M
| $4.27M | 0.04% |
176,393
+619
|
|
||
102
Berkshire Hathaway Class A
BRK.A
$1.07T
| $3.77M | 0.04% |
5
|
|
||
103
Cintas
CTAS
$78.3B
| $3.74M | 0.04% |
18,238
+585
|
|
||
|
104
iShares Core S&P 500 ETF
IVV
$762B
| $3.74M | 0.04% |
475
-4,645
|
|
||
105
Chevron
CVX
$332B
| $3.56M | 0.03% |
22,935
+752
|
|
||
106
Nike
NKE
$95.6B
| $3.54M | 0.03% |
50,762
+46,380
|
|
||
107
Woodward
WWD
$19.9B
| $3.54M | 0.03% |
14,000
|
|
||
108
SkyWater Technology
SKYT
$1.55B
| $3.45M | 0.03% |
184,756
+20,836
|
|
||
109
Trex
TREX
$4.61B
| $3.27M | 0.03% |
+63,338
|
|
||
110
Jamf
JAMF
$1.75B
| $3.19M | 0.03% |
298,112
-101,239
|
|
||
111
Costco
COST
$425B
| $2.98M | 0.03% |
3,221
+33
|
|
||
112
ConocoPhillips
COP
$122B
| $2.66M | 0.03% |
28,137
-701
|
|
||
113
Gentherm
THRM
$1.14B
| $2.58M | 0.02% |
75,787
-67,152
|
|
||
114
Hawkins
HWKN
$3.17B
| $2.45M | 0.02% |
13,420
|
|
||
115
Patrick Industries
PATK
$4B
| $2.42M | 0.02% |
+23,385
|
|
||
116
GE Aerospace
GE
$337B
| $2.35M | 0.02% |
7,825
|
|
||
117
Applied Materials
AMAT
$253B
| $2.32M | 0.02% |
11,327
|
|
||
118
United Parcel Service
UPS
$92.2B
| $2.11M | 0.02% |
25,275
-17,037
|
|
||
119
Alerus Financial
ALRS
$609M
| $1.92M | 0.02% |
86,823
-11,044
|
|
||
120
Pfizer
PFE
$147B
| $1.92M | 0.02% |
75,344
-2,115
|
|
||
|
OKLO
121
Oklo
OKLO
$14.3B
| $1.78M | 0.02% |
15,971
|
|
||
122
Lowe's Companies
LOW
$154B
| $1.76M | 0.02% |
6,985
-15
|
|
||
123
Walmart Inc
WMT
$950B
| $1.73M | 0.02% |
16,767
+585
|
|
||
124
Clearwater Analytics
CWAN
$7.09B
| $1.7M | 0.02% |
94,275
+135
|
|
||
125
Stryker
SYK
$137B
| $1.64M | 0.02% |
4,436
|
|