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
|
+$3.51B |
| 2 |
Apple
AAPL
|
+$3.37B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.74B |
| 4 |
Amazon
AMZN
|
+$1.74B |
| 5 |
Eli Lilly
LLY
|
+$1.35B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.79B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.75B |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$702M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$612M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$576M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Healthcare | 12.11% |
| 3 | Financials | 10.61% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Bio-Techne
TECH
$7.93B
| $247M | 0.03% |
2,982,630
+2,130,678
| +250% | +$177M |
|
602
FTI Consulting
FCN
$5.23B
| $246M | 0.03% |
1,548,367
+1,375,022
| +793% | +$218M |
|
603
Ingersoll Rand
IR
$31.9B
| $246M | 0.03% |
4,701,832
+1,858,698
| +65% | +$97.1M |
|
604
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.4B
| $245M | 0.03% |
4,836,895
+172,506
| +4% | +$8.74M |
|
605
Deckers Outdoor
DECK
$16.9B
| $245M | 0.03% |
3,680,106
+2,507,502
| +214% | +$167M |
|
606
Neurocrine Biosciences
NBIX
$14B
| $245M | 0.03% |
2,048,085
+1,511,307
| +282% | +$181M |
|
607
iShares Semiconductor ETF
SOXX
$13.9B
| $244M | 0.03% |
2,105,493
+300,156
| +17% | +$34.8M |
|
608
Suncor Energy
SU
$51.3B
| $244M | 0.03% |
7,688,671
+980,744
| +15% | +$31.1M |
|
609
KeyCorp
KEY
$21.1B
| $244M | 0.03% |
13,978,186
+2,435,443
| +21% | +$42.4M |
|
610
Raymond James Financial
RJF
$33.2B
| $243M | 0.03% |
2,278,272
+591,327
| +35% | +$63.2M |
|
611
The Communication Services Select Sector SPDR Fund
XLC
$26.1B
| $243M | 0.03% |
5,060,505
-283,324
| -5% | -$13.6M |
|
612
J.M. Smucker
SJM
$11.7B
| $243M | 0.03% |
1,531,825
+197,519
| +15% | +$31.3M |
|
613
NetEase
NTES
$92.3B
| $242M | 0.03% |
3,333,468
+98,751
| +3% | +$7.17M |
|
614
CBRE Group
CBRE
$48.4B
| $241M | 0.03% |
3,137,654
+603,509
| +24% | +$46.4M |
|
615
Kellanova
K
$27.5B
| $241M | 0.03% |
3,599,193
+514,914
| +17% | +$34.4M |
|
616
DTE Energy
DTE
$28.2B
| $240M | 0.03% |
2,045,650
+527,592
| +35% | +$62M |
|
617
Service Corp International
SCI
$11B
| $239M | 0.03% |
3,458,834
+1,985,847
| +135% | +$137M |
|
618
Best Buy
BBY
$16.1B
| $239M | 0.03% |
2,979,589
+402,934
| +16% | +$32.3M |
|
619
argenx
ARGX
$46.7B
| $239M | 0.03% |
630,330
+443,217
| +237% | +$168M |
|
620
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $238M | 0.03% |
2,451,427
-153,942
| -6% | -$14.9M |
|
621
Ameren
AEE
$26.8B
| $237M | 0.03% |
2,666,865
+4,943
| +0.2% | +$440K |
|
622
CrowdStrike
CRWD
$107B
| $236M | 0.03% |
2,239,416
+766,508
| +52% | +$80.7M |
|
623
iShares MSCI India ETF
INDA
$9.38B
| $235M | 0.03% |
5,618,572
+480,819
| +9% | +$20.1M |
|
624
Axon Enterprise
AXON
$58.7B
| $234M | 0.03% |
1,411,687
+195,694
| +16% | +$32.5M |
|
625
Blackbaud
BLKB
$3.33B
| $234M | 0.03% |
3,970,062
+3,558,788
| +865% | +$209M |
|