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 | |
|---|---|---|---|---|---|---|
726
Insulet
PODD
$23.7B
| $440M | 0.02% |
2,029,950
+986,653
| +95% | +$214M |
|
727
Akamai
AKAM
$11.2B
| $440M | 0.02% |
3,715,482
+1,975,848
| +114% | +$234M |
|
728
McCormick & Company Non-Voting
MKC
$18.4B
| $437M | 0.02% |
6,387,260
+3,167,207
| +98% | +$217M |
|
729
Snap
SNAP
$12.1B
| $435M | 0.02% |
25,713,770
+15,732,287
| +158% | +$266M |
|
730
Packaging Corp of America
PKG
$19.3B
| $435M | 0.02% |
2,668,980
+1,320,825
| +98% | +$215M |
|
731
Vanguard Energy ETF
VDE
$7.31B
| $435M | 0.02% |
3,706,106
+2,145,284
| +137% | +$252M |
|
732
Weyerhaeuser
WY
$18.2B
| $435M | 0.02% |
12,497,910
+6,317,638
| +102% | +$220M |
|
733
First Solar
FSLR
$22.1B
| $434M | 0.02% |
2,521,170
+1,709,615
| +211% | +$295M |
|
734
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
| $429M | 0.02% |
2,733,814
+1,334,703
| +95% | +$209M |
|
735
Lamb Weston
LW
$7.72B
| $429M | 0.02% |
3,967,866
+1,945,834
| +96% | +$210M |
|
736
Kellanova
K
$27.6B
| $429M | 0.02% |
7,665,626
+3,975,783
| +108% | +$222M |
|
737
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $427M | 0.02% |
8,436,394
+4,401,629
| +109% | +$223M |
|
738
Canadian National Railway
CNI
$58.2B
| $426M | 0.02% |
3,387,444
+508,353
| +18% | +$63.9M |
|
739
AerCap
AER
$21.7B
| $424M | 0.02% |
5,702,762
+3,485,163
| +157% | +$259M |
|
740
Floor & Decor
FND
$9.27B
| $422M | 0.02% |
3,784,762
+1,222,978
| +48% | +$136M |
|
741
MPLX
MPLX
$51.6B
| $422M | 0.02% |
11,479,002
+5,665,264
| +97% | +$208M |
|
742
Incyte
INCY
$16.6B
| $421M | 0.02% |
6,711,396
+4,591,658
| +217% | +$288M |
|
743
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.68B
| $419M | 0.02% |
23,511,364
+12,430,117
| +112% | +$222M |
|
744
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.98B
| $419M | 0.02% |
11,325,410
+5,732,809
| +103% | +$212M |
|
745
Emcor
EME
$28.5B
| $419M | 0.02% |
1,942,948
+1,412,863
| +267% | +$304M |
|
746
Selective Insurance
SIGI
$4.73B
| $418M | 0.02% |
4,205,628
+2,161,732
| +106% | +$215M |
|
747
Dynatrace
DT
$14.6B
| $417M | 0.02% |
7,630,904
+6,430,968
| +536% | +$352M |
|
748
Alexandria Real Estate Equities
ARE
$14.4B
| $416M | 0.02% |
3,284,734
+1,776,754
| +118% | +$225M |
|
749
Dorman Products
DORM
$4.87B
| $416M | 0.02% |
4,983,928
+2,709,365
| +119% | +$226M |
|
750
Jabil
JBL
$23B
| $415M | 0.02% |
3,260,866
+1,745,688
| +115% | +$222M |
|