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
$589M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$15.7M
3 +$9.47M
4
OEC icon
Orion
OEC
+$4.68M
5
UNH icon
UnitedHealth
UNH
+$3.88M

Top Sells

1 +$35M
2 +$25.4M
3 +$17.5M
4
KR icon
Kroger
KR
+$13.1M
5
SONY icon
Sony
SONY
+$8.28M

Sector Composition

1 Technology 25.73%
2 Industrials 22.07%
3 Materials 13.05%
4 Consumer Staples 11.73%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$9.47M 1.61%
+332,103
27
$9.3M 1.58%
112,605
-31,885
28
$314K 0.05%
2,350
29
$223K 0.04%
+940
30
-729,876
31
-504,762