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 | |
|---|---|---|---|---|---|---|
701
BJs Wholesale Club
BJ
$12.8B
| $474M | 0.02% |
7,104,140
+3,163,699
| +80% | +$211M |
|
702
Performance Food Group
PFGC
$16.1B
| $468M | 0.02% |
6,771,944
+3,648,076
| +117% | +$252M |
|
703
10x Genomics
TXG
$1.67B
| $468M | 0.02% |
8,358,830
+4,008,780
| +92% | +$224M |
|
704
iShares MSCI Brazil ETF
EWZ
$5.45B
| $467M | 0.02% |
13,351,830
+4,098,100
| +44% | +$143M |
|
705
Atmos Energy
ATO
$26.3B
| $464M | 0.02% |
4,003,008
+2,073,207
| +107% | +$240M |
|
706
NetApp
NTAP
$24.4B
| $463M | 0.02% |
5,257,338
+3,052,387
| +138% | +$269M |
|
707
Service Corp International
SCI
$11.1B
| $462M | 0.02% |
6,744,938
+3,574,755
| +113% | +$245M |
|
708
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.86B
| $462M | 0.02% |
4,993,052
+3,039,879
| +156% | +$281M |
|
709
GFL Environmental
GFL
$17.4B
| $461M | 0.02% |
13,358,340
+7,897,687
| +145% | +$273M |
|
710
Integra LifeSciences
IART
$1.22B
| $459M | 0.02% |
10,541,394
+4,592,752
| +77% | +$200M |
|
711
iShares MSCI Intl Quality Factor ETF
IQLT
$12.9B
| $458M | 0.02% |
12,204,584
+6,027,043
| +98% | +$226M |
|
712
Everest Group
EG
$14.2B
| $458M | 0.02% |
1,295,380
+840,004
| +184% | +$297M |
|
713
CBIZ
CBZ
$3.08B
| $458M | 0.02% |
7,316,306
+3,438,991
| +89% | +$215M |
|
714
Best Buy
BBY
$16.1B
| $458M | 0.02% |
5,848,582
+3,144,737
| +116% | +$246M |
|
715
Coterra Energy
CTRA
$18.2B
| $456M | 0.02% |
17,866,596
+9,445,115
| +112% | +$241M |
|
716
iShares MSCI ACWI ex US ETF
ACWX
$6.72B
| $456M | 0.02% |
8,924,542
+4,231,950
| +90% | +$216M |
|
717
EQT Corp
EQT
$31.5B
| $453M | 0.02% |
11,717,716
+6,093,424
| +108% | +$236M |
|
718
Robert Half
RHI
$3.66B
| $453M | 0.02% |
5,149,272
+2,409,308
| +88% | +$212M |
|
719
Howmet Aerospace
HWM
$71.7B
| $451M | 0.02% |
8,329,710
+4,759,124
| +133% | +$258M |
|
720
Omnicom Group
OMC
$15.1B
| $450M | 0.02% |
5,202,836
+2,992,942
| +135% | +$259M |
|
721
Hubbell
HUBB
$22.9B
| $446M | 0.02% |
1,355,390
+863,070
| +175% | +$284M |
|
722
Texas Roadhouse
TXRH
$11.1B
| $444M | 0.02% |
3,634,938
+2,187,765
| +151% | +$267M |
|
723
Qorvo
QRVO
$8.47B
| $444M | 0.02% |
3,944,948
+2,730,907
| +225% | +$308M |
|
724
Albemarle
ALB
$8.59B
| $442M | 0.02% |
3,061,482
+1,490,576
| +95% | +$215M |
|
725
Ventas
VTR
$31.2B
| $442M | 0.02% |
8,873,998
+4,410,115
| +99% | +$220M |
|