During the quarter, the firm bought 1,373,840 shares of Microsoft Corp (NAS:MSFT), bringing the total holding to 1,822,955 shares. This trade had a 1.41% impact on the equity portfolio. The stock traded for an average price of $313.01 during the quarter. As of August 14, 2023, MSFT had a price of $324.04 and a market cap of $2,407.54 billion. The stock has returned 11.86% over the past year. GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10. In terms of valuation, MSFT has a price-earnings ratio of 33.44, a price-book ratio of 11.68, a price-earnings-to-growth (PEG) ratio of 1.81, a EV-to-Ebitda ratio of 22.20, and a price-sales ratio of 11.41.