Minneapolis Portfolio Management Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Minneapolis Portfolio Management Group LLC
CRD #129963
SEC #801-62669
CIK #0001317253
AUM $889.0 MM (2024-03-04)
Employees 9 (33% Investors, 0% Brokers)
Phone612-334-2000
Address80 South 8th Street
Minneapolis, MN 55402
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
120096072048024002004201120182025
CIK Period
0001317253
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Simon Property Group Inc /DE/ 32,618.2 36.7
Corning Inc /NY 27,449.9 36.6
General Motors Co 49,565.6 36.0
Orion Engineered Carbons Sa 918.2 35.8
Popular Inc 6,055.4 35.6
Caterpillar Inc 99,975.7 32.9
Qualcomm Inc/DE 147,392.0 32.6
International Business Machines Corp 127,593.9 32.4
Oracle Corp 182,760.6 31.2
Crane Co 31.1
Newmont Mining Corp /DE/ 49,968.3 28.9
Sony Corp 102,847.3 27.9
Exxon Mobil Corp 385,508.3 27.7
II-VI Inc 6,655.2 26.5
Parker Hannifin Corp 32,093.0 25.9
Boeing Co 82,059.9 25.7
Terex Corp 1,988.9 25.6
Deere & Co 94,490.3 24.5
Canadian Pacific Railway Ltd/Cn 65,184.1 24.1
US Bancorp de 69,666.4 23.2
Generac Holdings Inc 13,852.4 23.1
Pfizer Inc 284,248.0 22.7
Cisco Systems Inc 178,309.9 22.3
Baker Hughes A GE Co 29,606.2 20.7
Kimberly Clark Corp 44,656.1 17.3
Babcock & Wilcox Co 4,846.0 16.9
Hewlett Packard Enterprise Co 17,865.8 14.9
Honeywell International Inc 119,775.0 0.3
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,241 255.5
(b) Individuals (high net worth individuals) 528 500.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 74 37.6
(h) Charitable organizations 19 79.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 0.7
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 16 14.7
(n) Other 0 0.0
Total 1,879 889.0
By Discretionary
Discretionary 1,641 824.9
Non-Discretionary 238 64.1
Total 1,879 889.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 889.0
Total 1,879 889.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001317253]
Comparable Firms State AUM ($BB)
Haven Global Partners LLC
GA 0.9
Adams Asset Advisors LLC
TX 0.9
Gateway Wealth Partners LLC
WI 0.9
Dean Investment Associates LLC
OH 0.9
Maren Capital LLC
IL 0.9
Keeley-Teton Advisors LLC
IL 0.9
Eagle Bay Advisors LLC
NY 0.9
Sequent Asset Management LLC
TX 0.9
Portside Wealth Group LLC
UT 0.9
Holt Capital Advisors LLC
TX 0.9
Terms | Privacy | Guide
tony@aum13f.com