← Top Holdings

MSIMOTOROLA SOLUTIONS INC

CUSIP: 620076307

7

Guru Owners

$401.7M

Total Value Held

925,681

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mairs & Power	Mairs & Power	540732	$234.7M	2.40%	$433.97	Q1 2026
Jensen Investment Management	Jensen Investment Management	169491	$73.6M	1.45%	$433.97	Q1 2026
Leon Cooperman	Omega Advisors	135000	$58.6M	1.92%	$433.97	Q1 2026
David Rolfe	Wedgewood Partners	67941	$29.5M	6.09%	$433.97	Q1 2026
Dodge & Cox	Dodge & Cox	11255	$4.9M	0.00%	$433.97	Q1 2026
John Rogers	Ariel Investments	696	$302K	0.00%	$433.97	Q1 2026
Torray LLC	Torray LLC	566	$246K	0.04%	$433.97	Q1 2026

$234.7M

2.40%

Jensen Investment Management

$73.6M

1.45%

$58.6M

1.92%

$29.5M

6.09%

$4.9M

0.00%

$302K

0.00%

$246K

0.04%

📊 Fundamentals

Market Cap$70.4B

P/E Ratio34.2x

Above market avg

Forward P/E22.9x

P/FCF38.8x

EPS (TTM)$12.39

Revenue (TTM)$11.9B

Profit Margin17.61%

Div Yield1.14%

Beta0.89

52-Week Range

$359.36

$492.22

Current: $424.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 34.2x trailing earnings → 22.9x forward · 17.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $401.7M

INCREASEDMairs & Power$234.7M

REDUCEDJensen Investment Management$73.6M

REDUCEDDavid Rolfe$29.5M

REDUCEDJohn Rogers$302K

SOLDFPA Queens Road

Q4 '258 owners · $352.9M

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 '258 owners · $313.4M

NEWMairs & Power$210.5M

INCREASEDDavid Rolfe$26.3M

NEWRay Dalio$8.9M

REDUCEDJohn Rogers$348K

NEWBill Nygren$214K

Q2 '255 owners · $86.6M

INCREASEDLeon Cooperman$56.8M

REDUCEDDavid Rolfe$24.5M

INCREASEDDodge & Cox$4.8M

REDUCEDJohn Rogers$321K

SOLDMairs & Power

Q1 '256 owners · $286.3M

REDUCEDMairs & Power$209.1M

NEWLeon Cooperman$48.2M

INCREASEDDavid Rolfe$23.5M

REDUCEDDodge & Cox$4.9M

INCREASEDJohn Rogers$352K

Q4 '245 owners · $254.7M

REDUCEDMairs & Power$224.0M

REDUCEDDavid Rolfe$26.1M

NEWDodge & Cox$4.0M

INCREASEDJohn Rogers$370K

NEWTorray LLC$262K

💰 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. 6.3%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

15.3%current: 15.3%

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