PCS
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Personal CFO Solutions’s MSC Industrial Direct MSM Stock Holding History

Personal CFO Solutions’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,768
Closed -$233K – 501
2021
Q4 		$233K Sell
2,768
-511
-16% -$42.7K 0.04% 401
2021
Q3 		$263K Sell
3,279
-316
-9% -$26.8K 0.05% 340
2021
Q2 		$323K Buy
3,595
+50
+1% +$4.57K 0.07% 270
2021
Q1 		$320K Buy
3,545
+84
+2% +$7.16K 0.07% 242
2020
Q4 		$292K Sell
3,461
-861
-20% -$66.5K 0.07% 252
2020
Q3 		$0 Buy
4,322
+1,565
+57% +$104K ﹤0.01% 265
2020
Q2 		$201K Buy
+2,757
New +$178K 0.06% 291
2020
Q1 		– Sell
-5,678
Closed -$443K – 334
2019
Q4 		$443K Buy
+5,678
New +$419K 0.13% 164

Other funds holding MSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return