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Advisors Capital Management’s MSCI MSCI Stock Holding History

Advisors Capital Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.8M Sell
10,751
-33
-0.3% -$18.6K 0.07% 196
2025
Q4 		$6.19M Buy
10,784
+28
+0.3% +$15.7K 0.07% 195
2025
Q3 		$6.1M Buy
10,756
+175
+2% +$98.9K 0.08% 190
2025
Q2 		$6.1M Buy
10,581
+147
+1% +$81.4K 0.08% 185
2025
Q1 		$5.9M Buy
10,434
+146
+1% +$84.9K 0.09% 180
2024
Q4 		$6.17M Buy
10,288
+207
+2% +$124K 0.1% 176
2024
Q3 		$5.88M Buy
10,081
+226
+2% +$123K 0.1% 179
2024
Q2 		$4.75M Buy
9,855
+504
+5% +$250K 0.08% 187
2024
Q1 		$5.24M Buy
9,351
+342
+4% +$192K 0.1% 179
2023
Q4 		$5.1M Buy
9,009
+1,667
+23% +$861K 0.1% 176
2023
Q3 		$3.77M Buy
+7,342
New +$3.86M 0.1% 174

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return