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 | |
|---|---|---|---|---|---|---|
801
Gaming and Leisure Properties
GLPI
$13.6B
| $374M | 0.02% |
7,583,216
+3,521,165
| +87% | +$174M |
|
802
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.8B
| $374M | 0.02% |
6,742,706
+5,334,697
| +379% | +$296M |
|
803
PIMCO Dynamic Income Fund
PDI
$7.6B
| $373M | 0.02% |
20,778,232
+9,935,632
| +92% | +$178M |
|
804
Essex Property Trust
ESS
$17.1B
| $373M | 0.02% |
1,503,116
+708,986
| +89% | +$176M |
|
805
Columbia Banking Systems
COLB
$8.06B
| $373M | 0.02% |
13,967,964
+6,724,655
| +93% | +$179M |
|
806
US Global Jets ETF
JETS
$817M
| $372M | 0.02% |
19,557,118
+18,413,112
| +1,610% | +$350M |
|
807
Cedar Fair
FUN
$2.41B
| $372M | 0.02% |
9,339,818
+4,808,878
| +106% | +$191M |
|
808
PG&E
PCG
$32.9B
| $371M | 0.02% |
20,599,482
+11,133,960
| +118% | +$201M |
|
809
Apellis Pharmaceuticals
APLS
$3.4B
| $371M | 0.02% |
6,194,282
+4,585,286
| +285% | +$274M |
|
810
Healthpeak Properties
DOC
$12.7B
| $368M | 0.02% |
18,585,870
+9,874,099
| +113% | +$196M |
|
811
iShares 10-20 Year Treasury Bond ETF
TLH
$11.5B
| $368M | 0.02% |
3,396,070
+1,821,004
| +116% | +$197M |
|
812
iShares US Healthcare ETF
IYH
$2.79B
| $368M | 0.02% |
6,420,540
+4,005,290
| +166% | +$229M |
|
813
WisdomTree US LargeCap Dividend Fund
DLN
$5.26B
| $367M | 0.02% |
5,534,010
+2,846,659
| +106% | +$189M |
|
814
Cooper Companies
COO
$13.7B
| $367M | 0.02% |
3,881,256
+2,253,428
| +138% | +$213M |
|
815
Axon Enterprise
AXON
$58.1B
| $367M | 0.02% |
1,421,370
+775,916
| +120% | +$200M |
|
816
Synchrony
SYF
$28B
| $366M | 0.02% |
9,592,020
+5,063,033
| +112% | +$193M |
|
817
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.24B
| $366M | 0.02% |
16,323,616
+7,382,138
| +83% | +$166M |
|
818
Unum
UNM
$12.6B
| $366M | 0.02% |
8,091,802
+4,544,327
| +128% | +$205M |
|
819
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.33B
| $364M | 0.02% |
19,213,354
+11,088,967
| +136% | +$210M |
|
820
United Airlines
UAL
$34.2B
| $363M | 0.02% |
8,789,396
+5,491,233
| +166% | +$227M |
|
821
Cincinnati Financial
CINF
$24B
| $362M | 0.02% |
3,500,220
+2,082,083
| +147% | +$215M |
|
822
Sprouts Farmers Market
SFM
$13.6B
| $362M | 0.02% |
7,522,130
+4,688,399
| +165% | +$226M |
|
823
Teradyne
TER
$18.3B
| $362M | 0.02% |
3,334,760
+1,653,570
| +98% | +$179M |
|
824
Dick's Sporting Goods
DKS
$17.9B
| $362M | 0.02% |
2,461,370
+1,061,636
| +76% | +$156M |
|
825
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.88B
| $362M | 0.02% |
8,984,336
+4,479,825
| +99% | +$180M |
|