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 | |
|---|---|---|---|---|---|---|
676
CoStar Group
CSGP
$37.3B
| $501M | 0.02% |
5,729,330
+3,349,103
| +141% | +$293M |
|
677
Fidelity National Financial
FNF
$16.4B
| $500M | 0.02% |
9,805,934
+5,530,559
| +129% | +$282M |
|
678
Cenovus Energy
CVE
$28.8B
| $500M | 0.02% |
30,022,272
+20,150,328
| +204% | +$336M |
|
679
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.01B
| $499M | 0.02% |
9,700,870
+5,864,160
| +153% | +$301M |
|
680
Qualys
QLYS
$4.88B
| $498M | 0.02% |
2,535,442
+1,510,100
| +147% | +$296M |
|
681
argenx
ARGX
$47B
| $497M | 0.02% |
1,305,774
+750,864
| +135% | +$286M |
|
682
Reinsurance Group of America
RGA
$12.7B
| $495M | 0.02% |
3,060,772
+1,530,060
| +100% | +$248M |
|
683
Peloton Interactive
PTON
$3.3B
| $495M | 0.02% |
81,236,876
+40,226,516
| +98% | +$245M |
|
684
Hewlett Packard
HPE
$31B
| $494M | 0.02% |
29,089,788
+13,210,737
| +83% | +$224M |
|
685
Match Group
MTCH
$9.33B
| $493M | 0.02% |
13,516,814
+9,217,252
| +214% | +$336M |
|
686
Roivant Sciences
ROIV
$8.82B
| $492M | 0.02% |
43,854,088
+24,542,457
| +127% | +$276M |
|
687
Warner Bros
WBD
$30.6B
| $491M | 0.02% |
43,139,714
+24,528,328
| +132% | +$279M |
|
688
Expeditors International
EXPD
$16.5B
| $489M | 0.02% |
3,844,800
+1,921,008
| +100% | +$244M |
|
689
Equity Residential
EQR
$25.4B
| $486M | 0.02% |
7,948,234
+3,811,368
| +92% | +$233M |
|
690
monday.com
MNDY
$9.83B
| $485M | 0.02% |
2,584,778
+1,970,619
| +321% | +$370M |
|
691
Hologic
HOLX
$14.8B
| $485M | 0.02% |
6,784,552
+4,990,163
| +278% | +$357M |
|
692
CenterPoint Energy
CNP
$24.4B
| $484M | 0.02% |
16,946,818
+9,059,525
| +115% | +$259M |
|
693
Chemed
CHE
$6.76B
| $483M | 0.02% |
825,636
+417,678
| +102% | +$244M |
|
694
Sea Limited
SE
$113B
| $482M | 0.02% |
11,909,896
+5,840,124
| +96% | +$237M |
|
695
Take-Two Interactive
TTWO
$45.9B
| $479M | 0.02% |
2,973,120
+1,839,263
| +162% | +$296M |
|
696
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.73B
| $478M | 0.02% |
13,326,946
+6,095,033
| +84% | +$219M |
|
697
J.M. Smucker
SJM
$11.9B
| $477M | 0.02% |
3,777,340
+2,286,554
| +153% | +$289M |
|
698
FMC
FMC
$4.73B
| $477M | 0.02% |
7,561,760
+4,739,643
| +168% | +$299M |
|
699
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.88B
| $476M | 0.02% |
5,940,988
+4,083,955
| +220% | +$327M |
|
700
Zillow
Z
$21.8B
| $474M | 0.02% |
8,197,512
+5,529,373
| +207% | +$320M |
|