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 | |
|---|---|---|---|---|---|---|
651
Braze
BRZE
$3.5B
| $529M | 0.02% |
9,947,876
+4,560,140
| +85% | +$242M |
|
652
SPDR Blackstone Senior Loan ETF
SRLN
$6.97B
| $528M | 0.02% |
12,582,358
+7,326,713
| +139% | +$307M |
|
653
Conagra Brands
CAG
$9.23B
| $527M | 0.02% |
18,372,794
+10,393,716
| +130% | +$298M |
|
654
Etsy
ETSY
$5.36B
| $526M | 0.02% |
6,487,204
+5,220,512
| +412% | +$423M |
|
655
Vanguard International High Dividend Yield ETF
VYMI
$11.8B
| $523M | 0.02% |
7,867,890
+3,486,708
| +80% | +$232M |
|
656
Monolithic Power Systems
MPWR
$41.5B
| $520M | 0.02% |
824,618
+425,649
| +107% | +$268M |
|
657
Keysight
KEYS
$28.9B
| $519M | 0.02% |
3,263,946
+1,575,211
| +93% | +$251M |
|
658
DraftKings
DKNG
$23.1B
| $518M | 0.02% |
14,695,630
+9,122,382
| +164% | +$322M |
|
659
Iron Mountain
IRM
$27.2B
| $516M | 0.02% |
7,371,614
+3,149,485
| +75% | +$220M |
|
660
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $515M | 0.02% |
14,953,100
+7,920,019
| +113% | +$273M |
|
661
Quest Diagnostics
DGX
$20.5B
| $515M | 0.02% |
3,732,282
+2,098,697
| +128% | +$289M |
|
662
SPDR Gold MiniShares Trust
GLDM
$17.7B
| $514M | 0.02% |
12,559,320
+6,748,261
| +116% | +$276M |
|
663
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.86B
| $513M | 0.02% |
4,364,228
+2,438,985
| +127% | +$286M |
|
664
Garmin
GRMN
$45.7B
| $512M | 0.02% |
3,986,080
+2,278,327
| +133% | +$293M |
|
665
Zebra Technologies
ZBRA
$16B
| $511M | 0.02% |
1,869,842
+1,428,622
| +324% | +$390M |
|
666
Super Micro Computer
SMCI
$24B
| $509M | 0.02% |
17,912,620
+10,888,530
| +155% | +$310M |
|
667
Revvity
RVTY
$10.1B
| $509M | 0.02% |
4,652,190
+2,764,858
| +146% | +$302M |
|
668
MGM Resorts International
MGM
$9.98B
| $508M | 0.02% |
11,375,496
+4,713,785
| +71% | +$211M |
|
669
Entergy
ETR
$39.2B
| $508M | 0.02% |
10,032,808
+7,058,088
| +237% | +$357M |
|
670
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $506M | 0.02% |
4,000,582
+2,256,307
| +129% | +$286M |
|
671
DTE Energy
DTE
$28.4B
| $505M | 0.02% |
4,581,998
+2,448,801
| +115% | +$270M |
|
672
HSBC
HSBC
$227B
| $502M | 0.02% |
12,393,800
+4,019,112
| +48% | +$163M |
|
673
Dentsply Sirona
XRAY
$2.92B
| $502M | 0.02% |
14,113,552
+8,105,496
| +135% | +$288M |
|
674
Vanguard Financials ETF
VFH
$12.8B
| $502M | 0.02% |
5,444,214
+2,763,765
| +103% | +$255M |
|
675
Stanley Black & Decker
SWK
$12.1B
| $501M | 0.02% |
5,107,178
+2,773,905
| +119% | +$272M |
|