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MPAM
Murphy Pohlad Asset Management Portfolio holdings
AUM
$279M
1-Year Est. Return
30.27%
This Fund
S&P 500
1 Year Est. Return
+30.27%
AUM
$279M
AUM Growth
+$18.5M
(+7.1%)
Holding
137
Top Buys
| 1 | +$3.03M | |
| 2 | +$1.89M | |
| 3 | +$1.38M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$616K |
| 5 |
Vanguard Growth ETF
VUG
|
+$595K |
Top Sells
| 1 | +$819K | |
| 2 | +$779K | |
| 3 | +$641K | |
| 4 |
Kimberly-Clark
KMB
|
+$635K |
| 5 |
Celcuity
CELC
|
+$512K |
Sector Composition
| 1 | Energy | 17.31% |
| 2 | Financials | 16.03% |
| 3 | Industrials | 12.8% |
| 4 | Materials | 12.17% |
| 5 | Healthcare | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Agnico Eagle Mines
AEM
$86.5B
| $9.32M | 3.34% |
45,939
-3,740
|
|
||
2
Travelers Companies
TRV
$65.1B
| $9.32M | 3.34% |
31,940
-655
|
|
||
3
ConocoPhillips
COP
$135B
| $9.03M | 3.24% |
68,424
-170
|
|
||
4
Berkshire Hathaway Class B
BRK.B
$1.06T
| $8.06M | 2.89% |
16,826
-166
|
|
||
5
Alamos Gold
AGI
$15.7B
| $6.63M | 2.38% |
149,300
-1,140
|
|
||
6
SLB Ltd
SLB
$75.2B
| $6.52M | 2.34% |
126,849
+2,050
|
|
||
7
Cameco
CCJ
$46B
| $6.3M | 2.26% |
58,040
-7,155
|
|
||
8
Corteva
CTVA
$51.7B
| $6.26M | 2.24% |
74,807
-110
|
|
||
9
APA Corp
APA
$12B
| $5.97M | 2.14% |
140,683
+4,050
|
|
||
10
Devon Energy
DVN
$49.1B
| $5.8M | 2.08% |
115,357
+1,820
|
|
||
11
Medtronic
MDT
$100B
| $5.74M | 2.06% |
66,217
-627
|
|
||
12
Intel
INTC
$609B
| $5.7M | 2.04% |
129,127
-13,982
|
|
||
13
Chevron
CVX
$354B
| $5.34M | 1.92% |
25,831
+37
|
|
||
14
Union Pacific
UNP
$153B
| $5.07M | 1.82% |
20,888
|
|
||
15
Cisco
CSCO
$462B
| $4.91M | 1.76% |
63,253
-55
|
|
||
16
VF Corp
VFC
$6.54B
| $4.71M | 1.69% |
277,145
-2,000
|
|
||
17
Emerson Electric
EMR
$83.5B
| $4.69M | 1.68% |
35,795
-245
|
|
||
18
Procter & Gamble
PG
$351B
| $4.6M | 1.65% |
31,880
-1,505
|
|
||
19
Flowserve
FLS
$10.1B
| $4.59M | 1.64% |
62,378
-1,200
|
|
||
20
United Parcel Service
UPS
$89.4B
| $4.53M | 1.62% |
46,075
-1,250
|
|
||
21
General Dynamics
GD
$98.1B
| $4.47M | 1.6% |
13,034
-78
|
|
||
22
Nutrien
NTR
$30.9B
| $4.47M | 1.6% |
59,225
-150
|
|
||
|
BNY
23
Bank of New York Mellon
BNY
$100B
| $4.45M | 1.59% |
37,476
-1,439
|
|
||
24
Autoliv
ALV
$8.71B
| $4.3M | 1.54% |
40,885
-200
|
|
||
25
Alphabet (Google) Class C
GOOG
$4.42T
| $4.28M | 1.53% |
14,924
-465
|
|