13F filing recap · Q3 2015

What did Mairs & Power buy in Q3 2015?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Mairs & Power account, including accounts that belong to no fund below.

Stock value

$6.40B

Positions

174

Estimated turnover

4.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

BXLTBaxalta Incorporated$60.14Mreported value+1.91M shares MDYSPDR S&P Midcap 400 ETF Trust$447.0Kreported value+1.8K shares GOOGLAlphabet Inc.$372.0Kreported value+583 shares GOOGAlphabet Inc.$307.0Kreported value+505 shares ACNAccenture Plc$219.0Kreported value+2.2K shares CVSCVS Health Corp$217.0Kreported value+2.2K shares

Increased positions

MMM3m Company$261.95Mreported value+18.3K shares+1.0%USBUS Bancorp$255.66Mreported value+3.5K shares+0.1%JNJJohnson & Johnson$203.66Mreported value+23.4K shares+1.1%GGGGraco Inc.$192.02Mreported value+30.0K shares

Reduced positions

ECLEcolab Inc.$267.35Mreported value-43.8K shares-1.8%HONHoneywell International Inc$224.16Mreported value-12.1K shares-0.5%MDTMedtronic Plc$212.33Mreported value-41.5K shares-1.3%VALValspar Corporation$205.18Mreported value-6.0K shares

Exited positions

MTWManitowoc Co Inc$2.76Mprior reported value-140.9K shares-100.0%WDRWaddell & Reed Financial, Inc.$2.46Mprior reported value-52.0K shares-100.0%IAUiShares Gold Trust$311.0Kprior reported value-27.4K shares-100.0%VWOVanguard International Equity Index Funds$267.0Kprior reported value