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 | |
|---|---|---|---|---|---|---|
401
DuPont de Nemours
DD
$32.6B
| $988M | 0.04% |
12,841,012
+7,147,283
| +126% | +$550M |
|
402
Electronic Arts
EA
$42.2B
| $985M | 0.04% |
7,196,552
+3,807,157
| +112% | +$521M |
|
403
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $981M | 0.04% |
4,469,958
+2,222,826
| +99% | +$488M |
|
404
iShares Expanded Tech-Software Sector ETF
IGV
$9.85B
| $978M | 0.04% |
12,049,180
+5,046,770
| +72% | +$409M |
|
405
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $977M | 0.04% |
19,045,860
+8,091,148
| +74% | +$415M |
|
406
TE Connectivity
TEL
$61.7B
| $974M | 0.04% |
6,932,934
+3,193,991
| +85% | +$449M |
|
407
Coinbase
COIN
$76.8B
| $973M | 0.04% |
5,593,090
+2,313,254
| +71% | +$402M |
|
408
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
| $970M | 0.04% |
10,340,464
+5,138,727
| +99% | +$482M |
|
409
Carlyle Group
CG
$23.1B
| $966M | 0.04% |
23,750,788
+5,725,853
| +32% | +$233M |
|
410
Delta Air Lines
DAL
$39.9B
| $966M | 0.04% |
24,015,882
+13,176,760
| +122% | +$530M |
|
411
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.16B
| $965M | 0.04% |
20,094,086
+14,263,015
| +245% | +$685M |
|
412
LKQ Corp
LKQ
$8.33B
| $964M | 0.04% |
20,176,018
+10,268,359
| +104% | +$491M |
|
413
TransUnion
TRU
$17.5B
| $961M | 0.04% |
13,992,608
+9,068,918
| +184% | +$623M |
|
414
BP
BP
$87.4B
| $961M | 0.04% |
27,154,548
+13,133,467
| +94% | +$465M |
|
415
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $961M | 0.04% |
13,670,856
+7,456,913
| +120% | +$524M |
|
416
SPDR S&P Biotech ETF
XBI
$5.39B
| $959M | 0.04% |
10,735,786
+3,376,851
| +46% | +$302M |
|
417
On Holding
ONON
$14.9B
| $958M | 0.04% |
35,526,014
+30,993,817
| +684% | +$836M |
|
418
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $957M | 0.04% |
19,383,030
+10,696,314
| +123% | +$528M |
|
419
Kraft Heinz
KHC
$32.3B
| $957M | 0.04% |
25,881,754
+13,301,028
| +106% | +$492M |
|
420
Ferrari
RACE
$87.1B
| $948M | 0.04% |
2,801,068
+1,071,651
| +62% | +$363M |
|
421
Copart
CPRT
$47B
| $944M | 0.04% |
19,262,702
+9,537,554
| +98% | +$467M |
|
422
iShares US Treasury Bond ETF
GOVT
$28B
| $939M | 0.04% |
40,770,706
+22,076,748
| +118% | +$509M |
|
423
Baidu
BIDU
$35.1B
| $938M | 0.04% |
7,873,116
+5,768,237
| +274% | +$687M |
|
424
Enterprise Products Partners
EPD
$68.6B
| $934M | 0.04% |
35,460,698
+18,761,980
| +112% | +$494M |
|
425
JB Hunt Transport Services
JBHT
$13.9B
| $933M | 0.04% |
4,673,400
+2,375,841
| +103% | +$475M |
|