Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The stock market reached a record high in February. However, tariff uncertainty in March led to a fall in equities, while fixed income benefited from perceived safety. The fund ended the quarter up 0.04%. The fund outperformed the benchmark composite indexes (60% S&P 500 Total Return Index and 40% Bloomberg U.S. Government/Credit Bond Index), down 1.48%, and the Morningstar Moderate Allocation peer group, which fell 0.34%. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its first-quarter 2025 investor letter, Mairs & Power Balanced Fund highlighted stocks such as Motorola Solutions, Inc. (NYSE:MSI). Motorola Solutions, Inc. (NYSE:MSI) is a public safety and enterprise security solutions provider. The one-month return of Motorola Solutions, Inc. (NYSE:MSI) was -1.09%, and its shares gained 14.94% of their value over the last 52 weeks. On May 6, 2025, Motorola Solutions, Inc. (NYSE:MSI) stock closed at $412.64 per share with a market capitalization of $68.88 billion.
Mairs & Power Balanced Fund stated the following regarding Motorola Solutions, Inc. (NYSE:MSI) in its Q1 2025 investor letter:
“Our preference for stable cash flow companies led to additional outperformance in the sector, with heavy overweights to Texas Instruments (TXN) and Motorola Solutions, Inc. (NYSE:MSI) benefiting relative returns. Motorola Solutions sells equipment and services for public safety, and it has experienced a consistent demand profile which has made it a favorable name in our technology portfolio for some time.”
A close-up view of a mission-critical communication device in action.
Motorola Solutions, Inc. (NYSE:MSI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 57 hedge fund portfolios held Motorola Solutions, Inc. (NYSE:MSI) at the end of the fourth quarter, compared to 48 in the third quarter. While we acknowledge the potential of Motorola Solutions, Inc. (NYSE:MSI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
In another article, we covered Motorola Solutions, Inc. (NYSE:MSI) and shared the list of top AI news updates investors should not miss. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors.
