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 | |
|---|---|---|---|---|---|---|
|
MRTX
526
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $725M | 0.03% |
12,338,764
+9,876,632
| +401% | +$580M |
|
527
West Pharmaceutical
WST
$18B
| $721M | 0.03% |
2,047,704
+1,297,398
| +173% | +$457M |
|
528
HP
HPQ
$27.4B
| $720M | 0.03% |
23,932,862
+12,241,717
| +105% | +$368M |
|
529
Avery Dennison
AVY
$13.1B
| $720M | 0.03% |
3,560,504
+1,772,183
| +99% | +$358M |
|
530
Seagate
STX
$40B
| $715M | 0.03% |
8,378,534
+4,406,564
| +111% | +$376M |
|
531
SPDR S&P Regional Banking ETF
KRE
$3.99B
| $715M | 0.03% |
13,641,192
+8,225,133
| +152% | +$431M |
|
532
Western Digital
WDC
$31.9B
| $715M | 0.03% |
18,067,430
+14,822,534
| +457% | +$587M |
|
533
NRG Energy
NRG
$28.6B
| $714M | 0.03% |
13,808,410
+9,275,696
| +205% | +$480M |
|
534
iShares MSCI EAFE Growth ETF
EFG
$13.2B
| $711M | 0.03% |
7,341,774
+2,886,814
| +65% | +$280M |
|
535
Dominion Energy
D
$49.7B
| $711M | 0.03% |
15,119,522
+8,036,576
| +113% | +$378M |
|
536
Public Service Enterprise Group
PEG
$40.5B
| $702M | 0.03% |
11,479,506
+5,867,016
| +105% | +$359M |
|
537
iShares Biotechnology ETF
IBB
$5.8B
| $699M | 0.03% |
5,143,096
+2,211,048
| +75% | +$300M |
|
538
Canadian Natural Resources
CNQ
$63.2B
| $699M | 0.03% |
21,326,520
+6,704,398
| +46% | +$220M |
|
539
Dover
DOV
$24.4B
| $694M | 0.03% |
4,512,616
+2,482,869
| +122% | +$382M |
|
540
Mid-America Apartment Communities
MAA
$17B
| $693M | 0.03% |
5,154,824
+2,809,741
| +120% | +$378M |
|
541
iShares Russell 3000 ETF
IWV
$16.7B
| $691M | 0.03% |
2,523,978
+1,301,709
| +106% | +$356M |
|
542
Zscaler
ZS
$42.7B
| $688M | 0.03% |
3,103,474
+2,231,442
| +256% | +$494M |
|
543
Genuine Parts
GPC
$19.4B
| $687M | 0.03% |
4,957,498
+2,830,259
| +133% | +$392M |
|
544
iShares S&P 100 ETF
OEF
$22.1B
| $687M | 0.03% |
3,073,292
+2,005,774
| +188% | +$448M |
|
545
Graco
GGG
$14.2B
| $685M | 0.03% |
7,896,012
+4,121,216
| +109% | +$358M |
|
546
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| $685M | 0.03% |
12,245,430
+8,663,464
| +242% | +$484M |
|
547
Invitation Homes
INVH
$18.5B
| $681M | 0.03% |
19,977,484
+10,983,565
| +122% | +$375M |
|
548
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
| $680M | 0.03% |
14,074,668
+7,053,112
| +100% | +$341M |
|
549
Canadian Pacific Kansas City
CP
$70.3B
| $678M | 0.03% |
8,573,740
+4,281,039
| +100% | +$338M |
|
550
Choice Hotels
CHH
$5.41B
| $677M | 0.03% |
5,977,228
+2,799,547
| +88% | +$317M |
|