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 | |
|---|---|---|---|---|---|---|
426
Fortinet
FTNT
$60.4B
| $933M | 0.04% |
15,935,722
+7,271,598
| +84% | +$426M |
|
427
Edwards Lifesciences
EW
$47.5B
| $931M | 0.04% |
12,216,322
+5,122,894
| +72% | +$391M |
|
428
Tyler Technologies
TYL
$24.2B
| $931M | 0.04% |
2,227,538
+1,211,825
| +119% | +$507M |
|
429
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $927M | 0.04% |
12,757,746
+6,620,188
| +108% | +$481M |
|
430
Vanguard Small-Cap Growth ETF
VBK
$20.4B
| $927M | 0.04% |
3,832,526
+1,943,116
| +103% | +$470M |
|
431
Paychex
PAYX
$48.7B
| $926M | 0.04% |
7,776,184
+4,177,624
| +116% | +$498M |
|
432
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.15B
| $922M | 0.04% |
8,084,916
+3,966,187
| +96% | +$452M |
|
433
MSCI
MSCI
$42.9B
| $922M | 0.04% |
1,629,350
+862,053
| +112% | +$488M |
|
434
Devon Energy
DVN
$22.1B
| $917M | 0.04% |
20,245,540
+8,598,436
| +74% | +$390M |
|
435
Cardinal Health
CAH
$35.7B
| $906M | 0.04% |
8,987,738
+4,571,254
| +104% | +$461M |
|
436
Fair Isaac
FICO
$36.8B
| $900M | 0.04% |
773,438
+338,961
| +78% | +$395M |
|
437
iShares Preferred and Income Securities ETF
PFF
$14.5B
| $897M | 0.04% |
28,749,376
+16,620,398
| +137% | +$518M |
|
438
M&T Bank
MTB
$31.2B
| $896M | 0.04% |
6,535,036
+3,365,326
| +106% | +$461M |
|
439
Vanguard Mega Cap Growth ETF
MGK
$29.1B
| $895M | 0.04% |
3,450,294
+1,890,945
| +121% | +$491M |
|
440
Vanguard Health Care ETF
VHT
$15.7B
| $889M | 0.04% |
3,546,932
+1,765,673
| +99% | +$443M |
|
441
Trimble
TRMB
$19.2B
| $888M | 0.04% |
16,688,500
+9,033,756
| +118% | +$481M |
|
442
First Trust North American Energy Infrastructure Fund
EMLP
$3.28B
| $886M | 0.04% |
31,984,128
+15,641,074
| +96% | +$433M |
|
|
WBA
443
DELISTED
Walgreens Boots Alliance
WBA
| $885M | 0.04% |
33,914,000
+21,329,629
| +169% | +$557M |
|
444
Cognizant
CTSH
$35.1B
| $885M | 0.04% |
11,716,486
+7,160,244
| +157% | +$541M |
|
445
iShares China Large-Cap ETF
FXI
$6.65B
| $883M | 0.04% |
36,757,220
+20,297,583
| +123% | +$488M |
|
446
Labcorp
LH
$23.2B
| $879M | 0.04% |
3,868,326
+1,649,035
| +74% | +$375M |
|
447
Alerian MLP ETF
AMLP
$10.5B
| $879M | 0.04% |
20,677,004
+11,382,209
| +122% | +$484M |
|
|
ANSS
448
DELISTED
Ansys
ANSS
| $876M | 0.04% |
2,415,214
+1,404,277
| +139% | +$510M |
|
449
MongoDB
MDB
$26.4B
| $874M | 0.04% |
2,136,550
+577,022
| +37% | +$236M |
|
450
Kroger
KR
$44.8B
| $873M | 0.04% |
19,104,192
+10,085,518
| +112% | +$461M |
|