Mairs & Power Balanced Fund Added Amazon (AMZN) Amid Market Share Capture

5 days ago 4

Soumya Eswaran

Thu, December 11, 2025 astatine 8:38 AM CST 3 min read

Mairs & Power, an concern advisor, released the third-quarter 2025 capitalist missive for the “Mairs & Power Balanced Fund.” A transcript of the missive tin beryllium downloaded here. As we determination into 2025, the market’s attraction persists, with a fewer ascendant mega-cap stocks tied to artificial quality (AI) driving astir of the favorable outcomes. The money returned 6.47% successful the archetypal 9 months of 2025. The money underperformed the benchmark composite indexes (60% S&P 500 Total Return Index and 40% Bloomberg U.S. Government/Credit Bond Index), which were up 11.35% and the Morningstar Moderate Allocation adjacent group, which roseate 10.73%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Mairs & Power Balanced Fund highlighted stocks specified arsenic Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) provides user products, advertising, and subscription services done online and carnal stores. The one-month instrumentality of Amazon.com, Inc. (NASDAQ:AMZN) was -2.44%, and its shares gained 1.23% of their worth implicit the past 52 weeks. On December 10, 2025, Amazon.com, Inc. (NASDAQ:AMZN) banal closed astatine $231.78 per share, with a marketplace capitalization of $2.478 trillion.

Mairs & Power Balanced Fund stated the pursuing regarding Amazon.com, Inc. (NASDAQ:AMZN) successful its 3rd 4th 2025 capitalist letter:

"The Fund’s comparative show was aided by a affirmative publication from the Consumer Discretionary assemblage which benefited some from favorable allocation and selection. The Fund initiated a caller presumption successful Amazon.com, Inc. (NASDAQ:AMZN), which is good positioned to proceed capturing marketplace stock successful retail organisation portion besides increasing its market-leading unreality business. The Fund took vantage of weakness successful the banal during April to commencement the presumption arsenic tariff quality and a precipitous marketplace diminution provided an charismatic valuation opportunity."

Amazon.com, Inc. (AMZN) Is "An Overall Piece," Says Jim Cramer

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