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 | |
|---|---|---|---|---|---|---|
751
Southwest Airlines
LUV
$16.3B
| $415M | 0.02% |
14,364,358
+7,177,228
| +100% | +$207M |
|
752
Unity
U
$19.2B
| $414M | 0.02% |
10,132,132
+7,493,512
| +284% | +$306M |
|
753
International Flavors & Fragrances
IFF
$16.7B
| $413M | 0.02% |
5,102,732
+2,367,648
| +87% | +$192M |
|
754
Textron
TXT
$14.4B
| $413M | 0.02% |
5,133,578
+2,869,954
| +127% | +$231M |
|
|
PARA
755
DELISTED
Paramount Global Class B
PARA
| $412M | 0.02% |
27,845,612
+14,434,647
| +108% | +$213M |
|
756
e.l.f. Beauty
ELF
$7.88B
| $410M | 0.02% |
2,843,250
+1,440,487
| +103% | +$208M |
|
757
Vale
VALE
$44.2B
| $410M | 0.02% |
25,844,008
+15,695,569
| +155% | +$249M |
|
758
RELX
RELX
$86.2B
| $410M | 0.02% |
10,325,782
+5,499,712
| +114% | +$218M |
|
759
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.89B
| $408M | 0.02% |
12,462,942
+8,485,871
| +213% | +$278M |
|
760
GXO Logistics
GXO
$5.83B
| $407M | 0.02% |
6,650,782
+3,597,493
| +118% | +$220M |
|
761
Snap-on
SNA
$16.8B
| $404M | 0.02% |
1,399,074
+742,689
| +113% | +$215M |
|
762
iShares Russell Top 200 Growth ETF
IWY
$15.1B
| $404M | 0.02% |
2,304,774
+1,259,619
| +121% | +$221M |
|
763
Real Estate Select Sector SPDR Fund
XLRE
$7.72B
| $404M | 0.02% |
10,075,344
+5,375,106
| +114% | +$215M |
|
764
Enphase Energy
ENPH
$4.96B
| $402M | 0.02% |
3,038,814
+1,534,872
| +102% | +$203M |
|
765
Bunge Global
BG
$16.8B
| $401M | 0.02% |
3,974,280
+2,183,046
| +122% | +$220M |
|
766
Cytokinetics
CYTK
$6.16B
| $401M | 0.02% |
4,803,164
+3,750,958
| +356% | +$313M |
|
767
Ares Management
ARES
$38.4B
| $400M | 0.02% |
3,361,986
+1,762,457
| +110% | +$210M |
|
768
Li Auto
LI
$24.5B
| $398M | 0.02% |
10,645,024
+7,119,272
| +202% | +$266M |
|
769
Waters Corp
WAT
$17.9B
| $398M | 0.02% |
1,209,788
+731,420
| +153% | +$241M |
|
770
Invesco S&P 500 Revenue ETF
RWL
$6.5B
| $397M | 0.02% |
4,654,804
+2,350,245
| +102% | +$201M |
|
771
Zoom
ZM
$25.6B
| $397M | 0.02% |
5,521,342
+2,555,530
| +86% | +$184M |
|
772
iShares US Transportation ETF
IYT
$606M
| $396M | 0.02% |
6,030,040
+5,254,372
| +677% | +$345M |
|
773
Molson Coors Class B
TAP
$9.78B
| $394M | 0.02% |
6,434,342
+2,987,353
| +87% | +$183M |
|
774
Doximity
DOCS
$13B
| $394M | 0.02% |
14,040,278
+6,622,929
| +89% | +$186M |
|
775
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.76B
| $393M | 0.02% |
2,870,980
+1,127,755
| +65% | +$154M |
|