Investment advisor Mairs & Power released the “Mairs & Power and Power Palanced Fund” of the first quarter 2025 investor letter. A copy of the letter can be downloaded here. Stocks reached record highs in February. However, tariff uncertainty in March caused stocks to fall, while fixed income benefits from perceived security. The fund ended up a quarter of up 0.04%. The fund outperformed the benchmark composite index (60% S&P 500 S&P 500 Total Income Index and 40% Bloomberg U.S. Government/Credit Bond Index), down 1.48%, and Morningstar Medium Allocation Peer Group fell 0.34%. Also, check the fund’s top five holdings to see its best options for 2025.
Mairs & Power Calanced Fund highlighted such as Motorola Solutions, Inc in its first-quarter 2025 investor letter. Stocks like (NYSE:MSI). Motorola Solutions, Inc. (NYSE:MSI) is a provider of public safety and enterprise security solutions. Motorola Solutions, Inc. (NYSE:MSI) has a one-month return of -1.09%, and its shares account for 14.94% of its value over the past 52 weeks. May 6, 2025, Motorola Solutions, Inc. (NYSE:MSI) shares closed at $412.64 per share with a market cap of $68.88 billion.
Mairs & Power Balanced Fund pointed out about Motorola Solutions, Inc in its 2025 investor letter in its Q1 2025 investor letter. (NYSE:MSI) the following content:
“Our preference for stable cash flow companies leads to additional performance in the industry for Texas Tools (TXN) and Motorola Solutions, Inc. (NYSE:MSI) Benefits from relative returns. Motorola Solutions sells equipment and services for public safety, and it has experienced consistent demand profiles, which makes it an advantageous name in our technology portfolio. ”
Close-up view of mission-critical communication device in action.
Motorola Solutions, Inc. (NYSE:MSI) is not among the 30 most popular stocks in hedge funds. According to our database, at the end of the fourth quarter, 57 hedge fund portfolios held Motorola Solutions, Inc in the fourth quarter. (NYSE:MSI), compared to 48 in the third quarter. While we acknowledge Motorola Solutions, Inc. (NYSE:MSI) potential is an investment, but our belief is that AI stocks have greater hope to offer higher returns and do so in a shorter time frame. If you are looking for AI stocks that are as promising as NVIDIA but have less than 5 times its earnings, check out our report Cheapest AI stocks.
In another article, we introduce Motorola Solutions, Inc. (NYSE:MSI), and shared a list of AI news updates that investors should not miss. Also, check out our Hedge Fund Investor Letters Q1 2025 page for more investors in hedge funds and other leading investors.