Bill Frels

Last Update: 02-17-2015

Number of Stocks: 193
Number of New Stocks: 9

Total Value: $7,207 Mil
Q/Q Turnover: 2%

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

Bill Frels Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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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 is the portfolio manager at Mairs & Power, the investment advisory firm where he started in 1992. Frels plans to retire at the end of 2014, but will remain as the chairman of the investment committee and a shareholder.

Bill Frels's Performance:

Average Annual Return of Mairs & Power Growth Fund
5 Yrs 10 Yrs Since Inception
16.2% 8.4% 13.4%
» More Profile & Performance

Bill Frels's Current Portfolio:

Ticker Shares Value ($1000)
» More Current Portfolio

Bill Frels's Sector Weightings:

select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and and inst_holdings.guru_id = 112 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Technology 32.4% 32.4%
Healthcare 17.9% 17.9%
Financial Services 12.5% 12.5%
Basic Materials 9.4% 9.4%
Consumer Defensive 9.1% 9.1%
Consumer Cyclical 4.7% 4.7%
Industrials 2.7% 2.7%
Energy 1.9% 1.9%
Utilities 1.2% 1.2%
Communication Services 0.2% 0.2%
Real Estate 0.1% 0.1%
» More Sector Weightings

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