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
$683M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$9.6M
3 +$6.39M
4
VYX icon
NCR Voyix
VYX
+$1.32M
5
WSM icon
Williams-Sonoma
WSM
+$580K

Top Sells

1 +$7.94M
2 +$375K
3 +$292K
4
CSCO icon
Cisco
CSCO
+$99.8K

Sector Composition

1 Technology 27.55%
2 Industrials 26.83%
3 Consumer Discretionary 20.22%
4 Financials 12.51%
5 Materials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-86,774