MPGF.X — Trust for Professional Managers - Mairs & Power Growth Fund 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows MSFT unchanged to 11.37%; NVDA unchanged to 9.94%; AMZN unchanged to 7.38%. Combined with top 5 38.34%, top 10 55.10%, top 20 78.54%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
Concentration is the first item to inspect: top 5 38.34%, top 10 55.10%, top 20 78.54%. The largest names are MSFT (Microsoft Corporation) 11.37%, NVDA (NVIDIA Corporation) 9.94%, AMZN (Amazon.com, Inc.) 7.38%, JPM 5.40%, and GOOGL (Alphabet Inc.) 4.25%, and the largest sector exposures are Information Technology 34.93%, Industrials 14.19%, and Financials 11.50%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed 13F manager portfolio. It is led by MSFT (Microsoft Corporation) 11.37%, NVDA (NVIDIA Corporation) 9.94%, and AMZN (Amazon.com, Inc.) 7.38%, with sector exposure of Information Technology 34.93%, Industrials 14.19%, and Financials 11.50%. The baseline metrics show return 11.32%, alpha -1.47%, beta 0.95, Sharpe 0.70, Sortino 0.87, and max drawdown -32.61%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.