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| Minneapolis Portfolio Management Group LLC
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|
|---|---|
| CRD # | 129963 |
| SEC # | 801-62669 |
| CIK # | 0001317253 |
| AUM | $889.0 MM (2024-03-04) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 612-334-2000 |
| Address | 80 South 8th Street Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPG | 32,618.2 | 36.7 | |
| GLW | 27,449.9 | 36.6 | |
| GM | 49,565.6 | 36.0 | |
| OEC | 918.2 | 35.8 | |
| BPOP | 6,055.4 | 35.6 | |
| CAT | 99,975.7 | 32.9 | |
| QCOM | 147,392.0 | 32.6 | |
| IBM | 127,593.9 | 32.4 | |
| ORCL | 182,760.6 | 31.2 | |
| CXT | 31.1 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,241 | 255.5 |
| (b) Individuals (high net worth individuals) | 528 | 500.9 |
| (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 | 74 | 37.6 |
| (h) Charitable organizations | 19 | 79.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,879 | 889.0 |
| By Discretionary | ||
| Discretionary | 1,641 | 824.9 |
| Non-Discretionary | 238 | 64.1 |
| Total | 1,879 | 889.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 889.0 | |
| Total | 1,879 | 889.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001317253] |
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|---|---|---|
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