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 | |
|---|---|---|---|---|---|---|
376
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
| $1.07B | 0.05% |
19,813,966
+10,360,252
| +110% | +$558M |
|
377
RPM International
RPM
$16.1B
| $1.07B | 0.05% |
9,549,870
+5,031,042
| +111% | +$562M |
|
378
Landstar System
LSTR
$4.66B
| $1.07B | 0.05% |
5,503,296
+2,749,919
| +100% | +$533M |
|
379
Xylem
XYL
$34.5B
| $1.06B | 0.05% |
9,312,270
+4,783,365
| +106% | +$547M |
|
380
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $1.06B | 0.05% |
20,354,156
+9,358,696
| +85% | +$488M |
|
381
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.17B
| $1.06B | 0.05% |
13,321,894
+6,732,576
| +102% | +$533M |
|
382
PPG Industries
PPG
$24.7B
| $1.05B | 0.05% |
7,049,084
+3,946,482
| +127% | +$590M |
|
383
Constellation Energy
CEG
$96.6B
| $1.04B | 0.05% |
8,926,290
+4,642,466
| +108% | +$543M |
|
384
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $1.04B | 0.05% |
11,710,158
+6,439,446
| +122% | +$573M |
|
385
Motorola Solutions
MSI
$79.7B
| $1.04B | 0.05% |
3,330,370
+1,907,265
| +134% | +$597M |
|
386
Vanguard Long-Term Treasury ETF
VGLT
$9.9B
| $1.04B | 0.05% |
16,840,286
+9,741,171
| +137% | +$599M |
|
387
W.W. Grainger
GWW
$49.2B
| $1.03B | 0.05% |
1,242,864
+617,851
| +99% | +$512M |
|
388
Illumina
ILMN
$15.5B
| $1.03B | 0.05% |
7,603,559
+3,949,053
| +108% | +$535M |
|
389
TKO Group
TKO
$15.6B
| $1.03B | 0.05% |
12,566,136
+8,982,393
| +251% | +$733M |
|
390
Halliburton
HAL
$19.2B
| $1.01B | 0.04% |
27,876,718
+13,219,843
| +90% | +$478M |
|
391
Public Storage
PSA
$51.3B
| $1B | 0.04% |
3,292,978
+1,612,829
| +96% | +$492M |
|
392
NXP Semiconductors
NXPI
$56.8B
| $1B | 0.04% |
4,370,918
+2,185,007
| +100% | +$502M |
|
|
HES
393
DELISTED
Hess
HES
| $1B | 0.04% |
6,936,864
+3,985,413
| +135% | +$575M |
|
394
Invesco S&P 500 GARP ETF
SPGP
$2.77B
| $998M | 0.04% |
10,179,106
+5,192,981
| +104% | +$509M |
|
|
DFS
395
DELISTED
Discover Financial Services
DFS
| $998M | 0.04% |
8,876,974
+4,486,361
| +102% | +$504M |
|
396
Veralto
VLTO
$26.5B
| $997M | 0.04% |
12,119,458
+12,106,942
| +96,732% | +$996M |
|
397
Cummins
CMI
$55.2B
| $996M | 0.04% |
4,157,346
+2,258,550
| +119% | +$541M |
|
398
Nu Holdings
NU
$71.9B
| $993M | 0.04% |
119,168,614
+57,908,191
| +95% | +$482M |
|
399
VanEck Gold Miners ETF
GDX
$19.4B
| $991M | 0.04% |
31,955,716
+20,882,001
| +189% | +$648M |
|
400
Datadog
DDOG
$46B
| $988M | 0.04% |
8,140,988
+4,550,445
| +127% | +$552M |
|