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⚲
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| Minneapolis Portfolio Management Group LLC
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|
|
|---|---|
| CRD # | 129963 |
| SEC # | 801-62669 |
| CIK # | 0001317253 |
| AUM | $824.9 MM (2023-03-21) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 612-334-2000 |
| Address | 80 South 8th Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OEC | 918.2 | 51.0 | |
| FDX | 62,226.1 | 41.9 | |
| ORCL | 182,760.6 | 40.2 | |
| GLW | 27,449.9 | 39.1 | |
| BA | 82,059.9 | 34.7 | |
| SONY | 102,847.3 | 34.3 | |
| QCOM | 147,392.0 | 33.8 | |
| GM | 49,565.6 | 33.7 | |
| CAT | 99,975.7 | 33.4 | |
| SPG | 32,618.2 | 33.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,377 | 248.7 |
| (b) Individuals (high net worth individuals) | 532 | 444.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 99 | 32.1 |
| (h) Charitable organizations | 22 | 76.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 1.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 21.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,056 | 824.9 |
| By Discretionary | ||
| Discretionary | 1,826 | 772.2 |
| Non-Discretionary | 230 | 52.7 |
| Total | 2,056 | 824.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 824.9 | |
| Total | 2,056 | 824.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001317253] |
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