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Bill Frels

Bill Frels

Last Update: 2013-05-16

Number of Stocks: 176
Number of New Stocks: 12

Total Value: $5,026 Mil
Q/Q Turnover: 6%

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

Bill Frels Sold :



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Bill Frels's Profile:

Mairs and Power 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
4.8% 8.6% 12.9%
» More Profile & Performance

Bill Frels's Current Portfolio:


Ticker Shares Value ($1000)
Premium2,161,607229,800
Premium2,950,573201,967
Premium3,179,474197,922
Premium4,165,327195,604
Premium3,355,837187,491
Premium2,371,360178,682
Premium3,308,109174,503
Premium2,817,911163,523
Premium2,054,405164,722
Premium4,753,324161,280
» More Current Portfolio

Bill Frels's Sector Weightings:


SectorsSector Weightings (%)
Technology 33.4% 33.4%
Healthcare 17.5% 17.5%
Financial Services 12.2% 12.2%
Basic Materials 10.2% 10.2%
Consumer Defensive 10.2% 10.2%
Consumer Cyclical 4.1% 4.1%
Energy 2.3% 2.3%
Industrials 1.8% 1.8%
Utilities 0.8% 0.8%
Communication Services 0.3% 0.3%
Real Estate 0% 0%
» More Sector Weightings

Bill Frels's News:

» More Related News


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