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 | |
|---|---|---|---|---|---|---|
776
Celanese
CE
$4.89B
| $393M | 0.02% |
2,527,730
+1,460,493
| +137% | +$227M |
|
777
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $390M | 0.02% |
8,403,866
+5,583,493
| +198% | +$259M |
|
778
Skyworks Solutions
SWKS
$11.1B
| $388M | 0.02% |
3,455,066
+1,769,553
| +105% | +$199M |
|
|
X
779
DELISTED
US Steel
X
| $388M | 0.02% |
7,972,238
+4,704,617
| +144% | +$229M |
|
780
First Trust Health Care AlphaDEX Fund
FXH
$936M
| $388M | 0.02% |
3,744,438
+1,863,277
| +99% | +$193M |
|
781
Ameren
AEE
$26.8B
| $388M | 0.02% |
5,360,044
+2,513,534
| +88% | +$182M |
|
782
Lamar Advertising Co
LAMR
$12.9B
| $387M | 0.02% |
3,644,766
+2,360,064
| +184% | +$251M |
|
783
NiSource
NI
$19.1B
| $387M | 0.02% |
14,581,148
+9,363,901
| +179% | +$249M |
|
784
Jacobs Solutions
J
$17.2B
| $387M | 0.02% |
3,604,962
+2,339,250
| +185% | +$251M |
|
785
Avantis US Small Cap Value ETF
AVUV
$18.3B
| $385M | 0.02% |
4,292,132
+2,730,033
| +175% | +$245M |
|
786
Schwab Fundamental International Large Company Index ETF
FNDF
$17.5B
| $385M | 0.02% |
11,403,928
+5,971,342
| +110% | +$201M |
|
787
Northern Trust
NTRS
$24.6B
| $385M | 0.02% |
4,557,136
+2,427,891
| +114% | +$205M |
|
788
Vistra
VST
$65.7B
| $384M | 0.02% |
9,970,506
+4,586,752
| +85% | +$177M |
|
789
Las Vegas Sands
LVS
$37.1B
| $384M | 0.02% |
7,796,280
+5,020,506
| +181% | +$247M |
|
790
Vertiv
VRT
$48B
| $382M | 0.02% |
7,944,758
+5,113,880
| +181% | +$246M |
|
791
Willis Towers Watson
WTW
$32.1B
| $381M | 0.02% |
1,578,654
+821,615
| +109% | +$198M |
|
792
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $380M | 0.02% |
7,298,724
+3,229,597
| +79% | +$168M |
|
793
iShares International Select Dividend ETF
IDV
$5.78B
| $379M | 0.02% |
13,554,732
+6,019,434
| +80% | +$168M |
|
794
KraneShares CSI China Internet ETF
KWEB
$8.89B
| $379M | 0.02% |
14,049,466
+5,537,598
| +65% | +$150M |
|
795
Raymond James Financial
RJF
$33B
| $379M | 0.02% |
3,401,050
+1,801,231
| +113% | +$201M |
|
796
TC Energy
TRP
$53.9B
| $379M | 0.02% |
9,692,706
+2,871,475
| +42% | +$112M |
|
797
Amicus Therapeutics
FOLD
$2.43B
| $378M | 0.02% |
26,655,794
+15,907,102
| +148% | +$226M |
|
798
Pacer Trendpilot US Large Cap ETF
PTLC
$3.39B
| $377M | 0.02% |
8,720,180
+4,904,780
| +129% | +$212M |
|
799
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
| $376M | 0.02% |
8,961,494
+4,869,637
| +119% | +$204M |
|
800
Bath & Body Works
BBWI
$5.82B
| $375M | 0.02% |
8,679,062
+5,701,541
| +191% | +$246M |
|