MPMG

Minneapolis Portfolio Management Group Portfolio holdings

AUM $871M
1-Year Est. Return 30.98%
This Quarter Est. Return
1 Year Est. Return
+30.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$28.6M
3 +$20.6M
4
SONY icon
Sony
SONY
+$7.25M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.6M

Top Sells

1 +$85.7M
2 +$41.2M
3 +$21.7M
4
EMR icon
Emerson Electric
EMR
+$15.8M
5
BGG
Briggs & Stratton Corp.
BGG
+$12.8M

Sector Composition

1 Industrials 38.93%
2 Technology 28.51%
3 Materials 11.41%
4 Healthcare 10.68%
5 Financials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$206K 0.03%
3,970
-2,000
27
$158K 0.02%
10,675
+420
28
$85K 0.01%
10,000
29
-5,093
30
-629,492
31
-624,658
32
-585,626
33
-238,488