Bill Frels

Last Update: 2014-08-14

Number of Stocks: 196
Number of New Stocks: 2

Total Value: $7,052 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Bill Frels Sold these stocks:



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Bill Frels's Profile:

Mairs and Power Inc is a small firm whose strength and success has resulted from applying a conservative growth investment approach consistently for over 70 years. Both the Growth and Balanced Funds are built on a foundation of selected quality growth stocks purchased at what management considers to be reasonable valuation levels. When these securities are purchased, the intention is to hold these issues for relatively long periods of time to maximize tax-efficiency and allow the power of compounding to build wealth for its shareholders. However, sales are made on occasion in response to such factors as changing fundamentals, investment strategy shifts, and excessive valuation.



Bill Frels's Performance:

Average Annual Return of Mairs & Power Growth Fund
5 Yrs 10 Yrs Since Inception
19.1% 9.3% 13.5%
» More Profile & Performance

Bill Frels's Current Portfolio:


Ticker Shares Value ($1000)
Premium2,088,281299,125
Premium4,146,152264,359
Premium5,985,530259,293
Premium2,130,854251,334
Premium3,229,252246,037
Premium2,245,013249,960
Premium3,578,058237,440
Premium2,336,758217,202
Premium1,996,199208,842
Premium3,539,923205,139
» More Current Portfolio

Bill Frels's Sector Weightings:


SectorsSector Weightings (%)
Technology 31.5% 31.5%
Healthcare 18.3% 18.3%
Financial Services 13% 13%
Basic Materials 9.5% 9.5%
Consumer Defensive 8.4% 8.4%
Consumer Cyclical 4.3% 4.3%
Industrials 3.6% 3.6%
Energy 2.3% 2.3%
Utilities 1.3% 1.3%
Communication Services 0.2% 0.2%
Real Estate 0.1% 0.1%
» More Sector Weightings

Bill Frels's News:

» More Related News


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