We trimmed our positions shares in Morgan Stanley and Palo Alto Networks on Wednesday and Thursay, respectively, after nice moves higher for both stocks.
Here's a closer look at what drove the moves in the portfolio's top five stocks this week.
PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance Palo Alto Networks came in No.
Palo Alto has been a sizable outperformer since early April, which factored into our trim Thursday.
DHR YTD mountain Danaher (DHR) year-to-date performance Danaher advanced 4.9% in the week to secure a second-place finish.
Persons:
Morgan Stanley, Estee Lauder, Rainer Blair, OpenAI, Jim Cramer's, Jim Cramer, Jim, Brendan McDermid
Organizations:
Dow Jones, Nasdaq, Club, Palo Alto Networks, IBM, Palo Alto, Bank of America, Broadcom, Google, . Management, Wall Street, Apple, CNBC, Traders, New York Stock Exchange
Locations:
Thursay, China, Palo, Palo Alto, New York City, U.S