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 | |
|---|---|---|---|---|---|---|
576
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $634M | 0.03% |
13,341,134
+6,162,560
| +86% | +$293M |
|
577
Bio-Techne
TECH
$8.46B
| $631M | 0.03% |
8,176,190
+4,870,364
| +147% | +$376M |
|
578
Pultegroup
PHM
$27.7B
| $629M | 0.03% |
6,094,588
+2,978,711
| +96% | +$307M |
|
579
Jones Lang LaSalle
JLL
$14.8B
| $627M | 0.03% |
3,321,842
+1,648,380
| +99% | +$311M |
|
580
Rio Tinto
RIO
$104B
| $626M | 0.03% |
8,407,262
+3,942,918
| +88% | +$294M |
|
581
Regions Financial
RF
$24.1B
| $625M | 0.03% |
32,265,270
+17,061,164
| +112% | +$331M |
|
582
Quanta Services
PWR
$55.5B
| $623M | 0.03% |
2,886,604
+1,346,617
| +87% | +$291M |
|
583
eBay
EBAY
$42.3B
| $619M | 0.03% |
14,185,124
+7,876,822
| +125% | +$344M |
|
584
Manhattan Associates
MANH
$13B
| $617M | 0.03% |
2,866,244
+1,343,800
| +88% | +$289M |
|
585
State Street
STT
$32B
| $615M | 0.03% |
7,943,108
+3,524,467
| +80% | +$273M |
|
586
Toyota
TM
$260B
| $615M | 0.03% |
3,352,614
+1,729,445
| +107% | +$317M |
|
587
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $614M | 0.03% |
8,457,740
+4,702,735
| +125% | +$341M |
|
588
Neurocrine Biosciences
NBIX
$14.3B
| $613M | 0.03% |
4,652,588
+2,728,509
| +142% | +$360M |
|
589
iShares Core High Dividend ETF
HDV
$11.5B
| $611M | 0.03% |
5,994,562
+2,930,716
| +96% | +$299M |
|
590
Enbridge
ENB
$105B
| $611M | 0.03% |
16,955,462
+9,078,852
| +115% | +$327M |
|
591
Live Nation Entertainment
LYV
$37.9B
| $610M | 0.03% |
6,518,288
+3,543,451
| +119% | +$332M |
|
592
Royal Caribbean
RCL
$95.7B
| $602M | 0.03% |
4,650,898
+2,301,660
| +98% | +$298M |
|
593
iShares Semiconductor ETF
SOXX
$13.7B
| $602M | 0.03% |
3,133,734
+1,419,216
| +83% | +$273M |
|
594
ResMed
RMD
$40.6B
| $600M | 0.03% |
3,488,056
+1,158,438
| +50% | +$199M |
|
595
Invesco NASDAQ 100 ETF
QQQM
$59.3B
| $599M | 0.03% |
3,551,422
+2,112,757
| +147% | +$356M |
|
596
Extra Space Storage
EXR
$31.3B
| $596M | 0.03% |
3,718,552
+2,061,384
| +124% | +$331M |
|
597
Atlassian
TEAM
$45.2B
| $596M | 0.03% |
2,505,690
+711,990
| +40% | +$169M |
|
598
White Mountains Insurance
WTM
$4.63B
| $596M | 0.03% |
396,002
+193,079
| +95% | +$291M |
|
599
Petrobras
PBR
$78.7B
| $594M | 0.03% |
37,223,966
+23,395,586
| +169% | +$374M |
|
600
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.45B
| $594M | 0.03% |
44,662,336
+19,732,512
| +79% | +$262M |
|