MS Global Franchise Portfolio's Strategic Moves: A Deep Dive into Heineken NV's Significant ...
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 23 2024
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Source: Yahoo Finance
Investment Activities Overview: The MS Global Franchise Portfolio, managed by Morgan Stanley, reported significant investment activities for Q2 2024, including new stock additions like CME Group Inc and substantial increases in positions for Constellation Brands and Haleon PLC, while completely exiting Veralto Corp.
Portfolio Adjustments: The portfolio saw a notable reduction in shares of Heineken NV and Philip Morris International, with the top holdings concentrated in technology, healthcare, and financial services sectors, reflecting a strategic focus on high-quality companies with strong financial metrics.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
