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 | |
|---|---|---|---|---|---|---|
626
Light & Wonder
LNW
$7.48B
| $559M | 0.02% |
6,810,730
+3,559,026
| +109% | +$292M |
|
627
Janus Henderson AAA CLO ETF
JAAA
$24.8B
| $557M | 0.02% |
11,073,022
+7,321,178
| +195% | +$368M |
|
628
Nasdaq
NDAQ
$53.6B
| $557M | 0.02% |
9,579,580
+5,478,528
| +134% | +$319M |
|
629
Royal Bank of Canada
RY
$204B
| $557M | 0.02% |
5,503,714
+1,615,627
| +42% | +$163M |
|
630
FTI Consulting
FCN
$5.46B
| $556M | 0.02% |
2,792,070
+1,339,844
| +92% | +$267M |
|
631
AvalonBay Communities
AVB
$27.8B
| $554M | 0.02% |
2,958,040
+1,304,868
| +79% | +$244M |
|
632
KE Holdings
BEKE
$22.4B
| $553M | 0.02% |
34,142,316
+14,941,856
| +78% | +$242M |
|
633
Rivian
RIVN
$17.2B
| $552M | 0.02% |
23,523,846
+13,828,270
| +143% | +$324M |
|
634
Brookfield
BN
$99.5B
| $552M | 0.02% |
13,750,742
+6,905,029
| +101% | +$277M |
|
635
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
| $549M | 0.02% |
11,485,344
+5,632,806
| +96% | +$269M |
|
636
Ares Capital
ARCC
$15.8B
| $548M | 0.02% |
27,362,480
+15,455,135
| +130% | +$310M |
|
637
Arch Capital
ACGL
$34.1B
| $548M | 0.02% |
7,376,470
+3,481,294
| +89% | +$259M |
|
638
Eversource Energy
ES
$23.6B
| $547M | 0.02% |
8,860,936
+4,396,706
| +98% | +$271M |
|
639
Hartford Financial Services
HIG
$37B
| $545M | 0.02% |
6,777,474
+3,688,761
| +119% | +$297M |
|
640
Pentair
PNR
$18.1B
| $543M | 0.02% |
7,461,506
+5,721,820
| +329% | +$416M |
|
|
GTM
641
ZoomInfo Technologies
GTM
$3.26B
| $542M | 0.02% |
29,326,580
+16,994,405
| +138% | +$314M |
|
642
Fortive
FTV
$16.2B
| $540M | 0.02% |
7,339,712
+4,189,863
| +133% | +$308M |
|
643
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.13B
| $540M | 0.02% |
13,266,640
+6,551,677
| +98% | +$267M |
|
644
Vanguard Mega Cap Value ETF
MGV
$9.81B
| $539M | 0.02% |
4,931,464
+2,275,017
| +86% | +$249M |
|
645
Aptiv
APTV
$17.5B
| $539M | 0.02% |
6,008,634
+2,706,354
| +82% | +$243M |
|
646
Principal Financial Group
PFG
$17.8B
| $537M | 0.02% |
6,829,452
+4,215,572
| +161% | +$332M |
|
647
Materials Select Sector SPDR Fund
XLB
$5.52B
| $537M | 0.02% |
6,271,992
+2,019,269
| +47% | +$173M |
|
648
CBRE Group
CBRE
$48.9B
| $536M | 0.02% |
5,761,658
+2,960,163
| +106% | +$276M |
|
649
WisdomTree Japan Hedged Equity Fund
DXJ
$3.78B
| $536M | 0.02% |
6,090,818
+2,783,256
| +84% | +$245M |
|
|
EDR
650
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $535M | 0.02% |
22,526,486
+10,248,106
| +83% | +$243M |
|