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 | |
|---|---|---|---|---|---|---|
501
Sanofi
SNY
$113B
| $783M | 0.03% |
15,736,960
+8,414,154
| +115% | +$418M |
|
502
CMS Energy
CMS
$21.4B
| $776M | 0.03% |
13,357,890
+7,765,421
| +139% | +$451M |
|
503
GE HealthCare
GEHC
$34.6B
| $775M | 0.03% |
10,024,224
+6,661,154
| +198% | +$515M |
|
504
Baker Hughes
BKR
$44.9B
| $769M | 0.03% |
22,507,838
+13,061,991
| +138% | +$446M |
|
505
Nordson
NDSN
$12.6B
| $766M | 0.03% |
2,900,232
+1,508,765
| +108% | +$399M |
|
506
Wabtec
WAB
$33B
| $765M | 0.03% |
6,028,692
+3,041,359
| +102% | +$386M |
|
507
ARK Innovation ETF
ARKK
$7.49B
| $763M | 0.03% |
14,569,222
+5,045,133
| +53% | +$264M |
|
508
Strategy Inc Common Stock Class A
MSTR
$95.2B
| $761M | 0.03% |
12,048,820
+9,015,240
| +297% | +$569M |
|
509
GitLab
GTLB
$7.63B
| $760M | 0.03% |
12,069,900
+4,927,493
| +69% | +$310M |
|
510
American Water Works
AWK
$28B
| $760M | 0.03% |
5,754,302
+3,129,431
| +119% | +$413M |
|
511
Blackbaud
BLKB
$3.23B
| $758M | 0.03% |
8,738,260
+4,457,627
| +104% | +$386M |
|
512
SEI Investments
SEIC
$10.8B
| $755M | 0.03% |
11,882,162
+5,933,504
| +100% | +$377M |
|
513
UBS Group
UBS
$128B
| $755M | 0.03% |
24,425,526
+13,256,623
| +119% | +$410M |
|
514
Palantir
PLTR
$363B
| $748M | 0.03% |
43,586,002
+20,971,447
| +93% | +$360M |
|
515
WEX
WEX
$5.87B
| $746M | 0.03% |
3,836,006
+1,974,189
| +106% | +$384M |
|
516
Xcel Energy
XEL
$43B
| $744M | 0.03% |
12,019,100
+6,648,221
| +124% | +$412M |
|
517
Cboe Global Markets
CBOE
$24.3B
| $741M | 0.03% |
4,147,404
+2,404,458
| +138% | +$429M |
|
518
iShares Treasury Floating Rate Bond ETF
TFLO
$6.71B
| $740M | 0.03% |
14,664,008
+7,186,153
| +96% | +$363M |
|
519
Dell
DELL
$84.4B
| $738M | 0.03% |
9,646,292
+4,622,537
| +92% | +$354M |
|
520
iShares ESG Aware MSCI EAFE ETF
ESGD
$9.93B
| $737M | 0.03% |
9,751,532
+4,941,874
| +103% | +$373M |
|
521
Aurora
AUR
$10.6B
| $735M | 0.03% |
168,177,244
+83,161,898
| +98% | +$363M |
|
522
Hexcel
HXL
$5.16B
| $727M | 0.03% |
9,855,238
+4,827,938
| +96% | +$356M |
|
523
Fifth Third Bancorp
FITB
$30.2B
| $726M | 0.03% |
21,051,560
+10,084,849
| +92% | +$348M |
|
524
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
| $726M | 0.03% |
14,083,564
+6,565,516
| +87% | +$338M |
|
525
Pinterest
PINS
$25.8B
| $726M | 0.03% |
19,587,980
+12,426,973
| +174% | +$460M |
|