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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Conagra Brands
CAG
$9.27B
| $204M | 0.03% |
5,969,126
+2,758,243
| +86% | +$94.4M |
|
577
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.91B
| $204M | 0.03% |
1,605,219
-199,618
| -11% | -$25.4M |
|
578
Global Payments
GPN
$20.6B
| $203M | 0.03% |
1,837,220
+926,922
| +102% | +$103M |
|
579
Arista Networks
ANET
$189B
| $203M | 0.03% |
8,657,496
+3,854,796
| +80% | +$90.3M |
|
580
British American Tobacco
BTI
$123B
| $203M | 0.03% |
4,719,388
+2,641,047
| +127% | +$113M |
|
581
Canadian Natural Resources
CNQ
$64.9B
| $202M | 0.03% |
7,672,733
+4,149,709
| +118% | +$109M |
|
582
AES
AES
$9.06B
| $202M | 0.03% |
9,591,303
+3,082,635
| +47% | +$64.8M |
|
583
Real Estate Select Sector SPDR Fund
XLRE
$7.72B
| $201M | 0.03% |
4,915,879
+140,238
| +3% | +$5.73M |
|
584
CF Industries
CF
$14.1B
| $201M | 0.03% |
2,339,819
+1,099,969
| +89% | +$94.3M |
|
585
Principal Financial Group
PFG
$17.8B
| $200M | 0.03% |
3,001,474
-922,875
| -24% | -$61.6M |
|
586
CMS Energy
CMS
$21.3B
| $200M | 0.03% |
2,963,814
+1,536,268
| +108% | +$104M |
|
587
Entergy
ETR
$39.5B
| $199M | 0.03% |
3,532,664
+1,517,978
| +75% | +$85.5M |
|
588
ResMed
RMD
$39.6B
| $199M | 0.03% |
948,706
+572,360
| +152% | +$120M |
|
589
Scotiabank
BNS
$79.4B
| $199M | 0.03% |
3,352,751
+1,340,619
| +67% | +$79.4M |
|
590
Enphase Energy
ENPH
$4.85B
| $198M | 0.03% |
1,015,816
+413,676
| +69% | +$80.8M |
|
591
iShares S&P 100 ETF
OEF
$22.4B
| $198M | 0.03% |
1,149,310
-48,807
| -4% | -$8.42M |
|
592
Marvell Technology
MRVL
$57.8B
| $198M | 0.03% |
4,538,742
+2,281,824
| +101% | +$99.3M |
|
593
Amicus Therapeutics
FOLD
$2.45B
| $197M | 0.03% |
18,313,580
+1,092,228
| +6% | +$11.7M |
|
594
Synchrony
SYF
$27.8B
| $197M | 0.03% |
7,119,839
+919,620
| +15% | +$25.4M |
|
595
KeyCorp
KEY
$21.1B
| $197M | 0.03% |
11,408,412
+5,587,716
| +96% | +$96.3M |
|
596
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.23B
| $196M | 0.03% |
1,967,343
+323,645
| +20% | +$32.3M |
|
597
SPDR S&P Retail ETF
XRT
$437M
| $196M | 0.03% |
3,365,557
+691,930
| +26% | +$40.2M |
|
598
Dover
DOV
$24.1B
| $195M | 0.03% |
1,609,241
+679,378
| +73% | +$82.4M |
|
599
Ametek
AME
$43.3B
| $195M | 0.03% |
1,776,132
+1,012,636
| +133% | +$111M |
|
600
VanEck Semiconductor ETF
SMH
$28.4B
| $195M | 0.03% |
1,914,352
-1,557,698
| -45% | -$159M |
|