Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
Microsoft
MSFT
|
$46.9B |
| 2 |
Apple
AAPL
|
$44.1B |
| 3 |
Amazon
AMZN
|
$25.5B |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$20.5B |
| 5 |
NVIDIA
NVDA
|
$16.5B |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.03B |
| 2 |
Expedia Group
EXPE
|
$830M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$329M |
| 4 |
VMW
VMware, Inc
VMW
|
$270M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$211M |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 10.26% |
| 3 | Healthcare | 9.92% |
| 4 | Consumer Discretionary | 9.08% |
| 5 | Industrials | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
HCA Healthcare
HCA
$95.4B
| $1.12B | 0.05% |
4,152,726
+2,002,717
| +93% | +$542M |
|
352
Agilon Health
AGL
$497M
| $1.12B | 0.05% |
89,472,862
+44,653,484
| +100% | +$560M |
|
353
iShares Russell Mid-Cap ETF
IWR
$44B
| $1.12B | 0.05% |
14,391,762
+7,340,876
| +104% | +$571M |
|
354
Digital Realty Trust
DLR
$55.1B
| $1.11B | 0.05% |
8,275,188
+3,848,999
| +87% | +$518M |
|
355
Occidental Petroleum
OXY
$45.6B
| $1.11B | 0.05% |
18,605,414
+9,149,929
| +97% | +$546M |
|
356
Morningstar
MORN
$10.8B
| $1.11B | 0.05% |
3,872,110
+1,914,800
| +98% | +$548M |
|
357
Carrier Global
CARR
$53.2B
| $1.1B | 0.05% |
19,192,056
+9,946,790
| +108% | +$571M |
|
358
iShares Core MSCI International Developed Markets ETF
IDEV
$21.1B
| $1.1B | 0.05% |
17,295,528
+9,014,245
| +109% | +$574M |
|
359
Hershey
HSY
$37.4B
| $1.1B | 0.05% |
5,891,386
+3,427,509
| +139% | +$639M |
|
360
Allstate
ALL
$53.9B
| $1.09B | 0.05% |
7,813,456
+4,111,849
| +111% | +$576M |
|
361
IDEX
IEX
$12.1B
| $1.09B | 0.05% |
5,032,260
+2,778,067
| +123% | +$603M |
|
362
General Motors
GM
$55B
| $1.09B | 0.05% |
30,411,306
+15,198,634
| +100% | +$546M |
|
363
D.R. Horton
DHI
$51.3B
| $1.09B | 0.05% |
7,168,504
+3,914,229
| +120% | +$595M |
|
364
Morgan Stanley
MS
$237B
| $1.09B | 0.05% |
11,664,108
+5,840,627
| +100% | +$545M |
|
365
Vanguard Russell 2000 ETF
VTWO
$12.5B
| $1.09B | 0.05% |
13,388,990
+6,703,549
| +100% | +$544M |
|
366
CACI
CACI
$10.3B
| $1.09B | 0.05% |
3,350,776
+1,828,942
| +120% | +$592M |
|
367
Samsara
IOT
$20.2B
| $1.08B | 0.05% |
32,496,784
+16,035,604
| +97% | +$535M |
|
368
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
| $1.08B | 0.05% |
10,858,512
+5,512,509
| +103% | +$550M |
|
369
Burlington
BURL
$18.5B
| $1.08B | 0.05% |
5,557,208
+3,168,955
| +133% | +$616M |
|
370
Lennar Class A
LEN
$34.7B
| $1.08B | 0.05% |
7,229,394
+4,236,150
| +142% | +$631M |
|
371
iShares TIPS Bond ETF
TIP
$13.5B
| $1.08B | 0.05% |
10,013,556
+4,130,835
| +70% | +$444M |
|
372
Diamondback Energy
FANG
$41.2B
| $1.07B | 0.05% |
6,921,732
+3,427,573
| +98% | +$532M |
|
373
Jack Henry & Associates
JKHY
$11.8B
| $1.07B | 0.05% |
6,554,172
+3,397,505
| +108% | +$555M |
|
374
Vanguard Extended Market ETF
VXF
$23.7B
| $1.07B | 0.05% |
6,497,934
+3,338,640
| +106% | +$549M |
|
375
Vanguard Total International Stock ETF
VXUS
$101B
| $1.07B | 0.05% |
18,413,360
+9,375,659
| +104% | +$543M |
|