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 | |
|---|---|---|---|---|---|---|
601
Alcoa
AA
$8.24B
| $590M | 0.03% |
17,347,504
+11,405,837
| +192% | +$388M |
|
602
Steel Dynamics
STLD
$19.8B
| $589M | 0.03% |
4,990,736
+2,378,306
| +91% | +$281M |
|
603
Vulcan Materials
VMC
$39B
| $588M | 0.03% |
2,589,936
+1,259,932
| +95% | +$286M |
|
604
Globant
GLOB
$2.78B
| $588M | 0.03% |
2,469,000
+931,532
| +61% | +$222M |
|
605
EastGroup Properties
EGP
$8.97B
| $586M | 0.03% |
3,193,102
+1,581,318
| +98% | +$290M |
|
606
Knight Transportation
KNX
$7B
| $586M | 0.03% |
10,164,048
+5,196,207
| +105% | +$300M |
|
607
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $586M | 0.03% |
5,002,326
+1,369,659
| +38% | +$160M |
|
|
608
Expedia Group
EXPE
$26.6B
| $579M | 0.03% |
3,815,606
-5,466,604
| -59% | -$830M |
|
609
Suncor Energy
SU
$48.5B
| $579M | 0.03% |
18,072,518
+8,688,932
| +93% | +$278M |
|
610
Marvell Technology
MRVL
$54.6B
| $575M | 0.03% |
9,526,350
+4,969,399
| +109% | +$300M |
|
|
SPLK
611
DELISTED
Splunk Inc
SPLK
| $573M | 0.03% |
3,764,234
+2,419,684
| +180% | +$369M |
|
612
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.31B
| $571M | 0.03% |
3,062,976
+1,563,687
| +104% | +$292M |
|
613
KeyCorp
KEY
$20.8B
| $570M | 0.03% |
39,614,544
+25,263,290
| +176% | +$364M |
|
614
Darden Restaurants
DRI
$24.5B
| $570M | 0.03% |
3,470,640
+1,800,851
| +108% | +$296M |
|
615
Paycom
PAYC
$12.6B
| $568M | 0.03% |
2,749,518
+1,709,060
| +164% | +$353M |
|
616
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
| $566M | 0.02% |
9,147,422
+4,336,364
| +90% | +$268M |
|
617
Hyatt Hotels
H
$13.8B
| $565M | 0.02% |
4,331,568
+2,136,657
| +97% | +$279M |
|
|
MRO
618
DELISTED
Marathon Oil Corporation
MRO
| $564M | 0.02% |
23,361,536
+11,564,015
| +98% | +$279M |
|
619
VICI Properties
VICI
$35.8B
| $564M | 0.02% |
17,678,722
+6,231,989
| +54% | +$199M |
|
620
Builders FirstSource
BLDR
$16.5B
| $563M | 0.02% |
3,373,054
+2,075,737
| +160% | +$347M |
|
621
DocuSign
DOCU
$16.1B
| $563M | 0.02% |
9,470,274
+6,250,824
| +194% | +$372M |
|
622
AES
AES
$9.21B
| $562M | 0.02% |
29,185,404
+15,630,029
| +115% | +$301M |
|
623
Domino's
DPZ
$15.7B
| $561M | 0.02% |
1,361,424
+679,841
| +100% | +$280M |
|
624
FirstEnergy
FE
$25.1B
| $560M | 0.02% |
15,288,704
+7,320,395
| +92% | +$268M |
|
625
Huntington Bancshares
HBAN
$25.7B
| $560M | 0.02% |
44,041,348
+29,543,273
| +204% | +$376M |
|