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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Qiagen
QGEN
$9.99B
| $126M | 0.02% |
2,516,654
+1,300,838
| +107% | +$65.1M |
|
802
Jack Henry & Associates
JKHY
$11.8B
| $126M | 0.02% |
698,943
+388,365
| +125% | +$69.9M |
|
803
Monolithic Power Systems
MPWR
$40.2B
| $125M | 0.02% |
326,541
+221,827
| +212% | +$85.2M |
|
804
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.89B
| $125M | 0.02% |
1,307,811
+117,145
| +10% | +$11.2M |
|
805
WisdomTree Japan Hedged Equity Fund
DXJ
$3.84B
| $124M | 0.02% |
1,988,505
-406,749
| -17% | -$25.4M |
|
|
FPF
806
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.18B
| $124M | 0.02% |
6,640,618
+1,536,252
| +30% | +$28.7M |
|
807
NetApp
NTAP
$25B
| $123M | 0.02% |
1,887,964
+1,069,044
| +131% | +$69.7M |
|
808
Etsy
ETSY
$5.91B
| $123M | 0.02% |
1,679,806
+1,106,488
| +193% | +$81M |
|
809
Xylem
XYL
$34.5B
| $123M | 0.02% |
1,567,218
+390,900
| +33% | +$30.6M |
|
810
Pinterest
PINS
$23.8B
| $122M | 0.02% |
6,742,418
+1,252,454
| +23% | +$22.7M |
|
811
SolarEdge
SEDG
$1.75B
| $122M | 0.02% |
447,077
+156,554
| +54% | +$42.8M |
|
812
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.9B
| $122M | 0.02% |
2,540,652
-214,870
| -8% | -$10.3M |
|
813
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
| $122M | 0.02% |
4,249,882
-655,681
| -13% | -$18.8M |
|
814
Alcon
ALC
$39.4B
| $122M | 0.02% |
1,742,767
+861,853
| +98% | +$60.2M |
|
815
WIX.com
WIX
$9.44B
| $122M | 0.02% |
1,857,766
+1,454,735
| +361% | +$95.4M |
|
816
Revvity
RVTY
$9.95B
| $122M | 0.02% |
855,840
+354,119
| +71% | +$50.4M |
|
817
HF Sinclair
DINO
$9.68B
| $122M | 0.02% |
2,693,778
+2,279,274
| +550% | +$103M |
|
818
Pultegroup
PHM
$27.4B
| $122M | 0.02% |
3,067,403
+1,801,386
| +142% | +$71.4M |
|
819
John Hancock Multifactor Mid Cap ETF
JHMM
$4.46B
| $120M | 0.02% |
2,725,932
+150,228
| +6% | +$6.64M |
|
820
Molina Healthcare
MOH
$10.2B
| $120M | 0.02% |
430,180
+198,716
| +86% | +$55.6M |
|
|
SBNY
821
DELISTED
Signature Bank
SBNY
| $120M | 0.02% |
670,004
+211,393
| +46% | +$37.9M |
|
822
iShares Russell Top 200 Growth ETF
IWY
$15.3B
| $120M | 0.02% |
956,540
+32,449
| +4% | +$4.06M |
|
|
ABB
823
DELISTED
ABB Ltd.
ABB
| $119M | 0.02% |
4,467,432
+2,522,359
| +130% | +$67.4M |
|
824
Live Nation Entertainment
LYV
$40.4B
| $118M | 0.02% |
1,434,234
+583,774
| +69% | +$48.2M |
|
825
iShares Global REIT ETF
REET
$3.93B
| $118M | 0.02% |
4,884,921
+3,041
| +0.1% | +$73.5K |
|