← Top Holdings

MSIMOTOROLA SOLUTIONS INC

CUSIP: 620076307

🔥 Bought by 3 superinvestors this quarter

7

Guru Owners

$352.7M

Total Value Held

920,192

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mairs & Power	Mairs & Power	525214	$201.3M	1.94%	$383.32	Q4 2025
Jensen Investment Management	Jensen Investment Management	175236	$67.2M	1.06%	$383.32	Q4 2025
Leon Cooperman	Omega Advisors	135000	$51.7M	1.72%	$383.32	Q4 2025
David Rolfe	Wedgewood Partners	71724	$27.5M	5.13%	$383.32	Q4 2025
Dodge & Cox	Dodge & Cox	11255	$4.3M	0.00%	$383.32	Q4 2025
FPA Queens Road	Bragg Financial Advisors	1008	$386K	0.01%	$383.32	Q4 2025
John Rogers	Ariel Investments	755	$289K	0.00%	$383.32	Q4 2025

$201.3M

1.94%

Jensen Investment Management

$67.2M

1.06%

$51.7M

1.72%

$27.5M

5.13%

$4.3M

0.00%

FPA Queens Road

$386K

0.01%

$289K

0.00%

📊 Fundamentals

Market Cap$74.1B

P/E Ratio35.0x

Above market avg

Forward P/E24.4x

P/FCF37.1x

EPS (TTM)$12.74

Revenue (TTM)$11.7B

Profit Margin18.44%

Div Yield1.08%

Beta0.99

52-Week Range

$359.36

$492.22

Current: $445.85

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.0x trailing earnings → 24.4x forward · 18.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '257 owners · $352.7M

INCREASEDMairs & Power$201.3M

NEWJensen Investment Management$67.2M

INCREASEDDavid Rolfe$27.5M

REDUCEDDodge & Cox$4.3M

NEWFPA Queens Road$386K

REDUCEDJohn Rogers$289K

SOLDBill Nygren

Q3 '257 owners · $313.2M

NEWMairs & Power$210.5M

INCREASEDDavid Rolfe$26.3M

NEWRay Dalio$8.9M

REDUCEDJohn Rogers$348K

NEWBill Nygren$214K

Q2 '254 owners · $86.3M

INCREASEDLeon Cooperman$56.8M

REDUCEDDavid Rolfe$24.5M

INCREASEDDodge & Cox$4.8M

REDUCEDJohn Rogers$321K

Q1 '254 owners · $76.9M

NEWLeon Cooperman$48.2M

INCREASEDDavid Rolfe$23.5M

REDUCEDDodge & Cox$4.9M

INCREASEDJohn Rogers$352K

Q4 '243 owners · $30.5M

REDUCEDDavid Rolfe$26.1M

NEWDodge & Cox$4.0M

INCREASEDJohn Rogers$370K

Q3 '242 owners · $29.7M

REDUCEDDavid Rolfe$29.4M

REDUCEDJohn Rogers$339K

SOLDDodge & Cox

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 6.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

17.1%current: 17.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MSI: Held by 7 superinvestors · 11 congress member trades

SELLJohn BoozmanR

$1,001 - $15,0002025-12-17

$1,001 - $15,0002025-11-10

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-06

BUYJohn BoozmanR

$1,001 - $15,0002025-02-26

$1,001 - $15,0002025-02-25

$1,001 - $15,0002025-02-19

$15,001 - $50,0002025-01-22

$1,001 - $15,0002025-01-17

$1,001 - $15,0002024-10-29