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 | |
|---|---|---|---|---|---|---|
551
Zimmer Biomet
ZBH
$20.9B
| $677M | 0.03% |
5,560,170
+3,081,479
| +124% | +$375M |
|
552
Carnival Corp
CCL
$42.8B
| $676M | 0.03% |
36,479,290
+20,024,507
| +122% | +$371M |
|
553
New Oriental
EDU
$7.98B
| $676M | 0.03% |
9,221,534
+7,322,944
| +386% | +$537M |
|
554
Align Technology
ALGN
$10.1B
| $675M | 0.03% |
2,463,262
+1,445,101
| +142% | +$396M |
|
555
Columbia Sportswear
COLM
$3.09B
| $675M | 0.03% |
8,483,506
+4,130,884
| +95% | +$329M |
|
556
WEC Energy
WEC
$34.7B
| $674M | 0.03% |
8,010,738
+4,656,557
| +139% | +$392M |
|
557
Cameco
CCJ
$33B
| $674M | 0.03% |
15,630,102
+7,877,844
| +102% | +$340M |
|
558
JD.com
JD
$44.6B
| $672M | 0.03% |
23,254,020
+13,976,069
| +151% | +$404M |
|
559
Pool Corp
POOL
$12.4B
| $670M | 0.03% |
1,680,170
+796,645
| +90% | +$318M |
|
560
Clorox
CLX
$15.5B
| $669M | 0.03% |
4,691,998
+2,953,070
| +170% | +$421M |
|
561
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $668M | 0.03% |
6,367,802
+3,554,559
| +126% | +$373M |
|
562
Church & Dwight Co
CHD
$23.3B
| $668M | 0.03% |
7,064,842
+3,772,860
| +115% | +$357M |
|
563
Kirby Corp
KEX
$4.97B
| $666M | 0.03% |
8,484,528
+4,271,174
| +101% | +$335M |
|
564
Tractor Supply
TSCO
$32.1B
| $662M | 0.03% |
15,382,090
+7,791,400
| +103% | +$335M |
|
565
BHP
BHP
$138B
| $660M | 0.03% |
9,668,076
+4,972,513
| +106% | +$340M |
|
566
Eastman Chemical
EMN
$7.93B
| $659M | 0.03% |
7,340,258
+3,361,402
| +84% | +$302M |
|
567
T Rowe Price
TROW
$23.8B
| $659M | 0.03% |
6,121,744
+2,638,394
| +76% | +$284M |
|
568
Huntington Ingalls Industries
HII
$10.6B
| $659M | 0.03% |
2,536,204
+1,308,052
| +107% | +$340M |
|
569
KKR & Co
KKR
$121B
| $657M | 0.03% |
7,931,810
+3,891,145
| +96% | +$322M |
|
570
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$29.5B
| $655M | 0.03% |
13,115,106
+11,061,258
| +539% | +$552M |
|
571
Targa Resources
TRGP
$34.9B
| $648M | 0.03% |
7,453,732
+3,662,280
| +97% | +$318M |
|
572
Keurig Dr Pepper
KDP
$38.9B
| $646M | 0.03% |
19,397,528
+11,402,733
| +143% | +$380M |
|
573
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.28B
| $646M | 0.03% |
14,060,932
+10,034,450
| +249% | +$461M |
|
574
Veeva Systems
VEEV
$44.7B
| $635M | 0.03% |
3,300,400
+1,511,411
| +84% | +$291M |
|
575
GSK
GSK
$81.5B
| $634M | 0.03% |
17,104,346
+9,552,791
| +127% | +$354M |
|