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 | |
|---|---|---|---|---|---|---|
826
iShares Silver Trust
SLV
$20.2B
| $361M | 0.02% |
16,568,890
+6,070,339
| +58% | +$132M |
|
827
Woodward
WWD
$14.3B
| $358M | 0.02% |
2,631,922
+1,639,190
| +165% | +$223M |
|
828
Axalta
AXTA
$6.7B
| $358M | 0.02% |
10,546,896
+5,700,861
| +118% | +$194M |
|
829
iShares US Medical Devices ETF
IHI
$4.25B
| $356M | 0.02% |
6,599,334
+3,253,752
| +97% | +$176M |
|
830
Hasbro
HAS
$10.9B
| $356M | 0.02% |
6,968,910
+3,769,773
| +118% | +$192M |
|
831
HubSpot
HUBS
$25.8B
| $355M | 0.02% |
611,520
+185,627
| +44% | +$108M |
|
832
Stifel
SF
$11.6B
| $353M | 0.02% |
5,110,374
+2,075,101
| +68% | +$143M |
|
833
Wynn Resorts
WYNN
$12.8B
| $353M | 0.02% |
3,875,890
+2,365,122
| +157% | +$215M |
|
834
Schwab International Equity ETF
SCHF
$50.9B
| $353M | 0.02% |
19,098,152
+9,893,000
| +107% | +$183M |
|
835
Invesco Large Cap Value ETF
PWV
$1.4B
| $353M | 0.02% |
6,953,558
+3,377,845
| +94% | +$171M |
|
836
International Paper
IP
$24.5B
| $352M | 0.02% |
9,741,868
+5,224,650
| +116% | +$189M |
|
|
B
837
Barrick Mining Corporation
B
$50.3B
| $352M | 0.02% |
19,448,402
+8,488,955
| +77% | +$154M |
|
838
Core & Main
CNM
$9.21B
| $350M | 0.02% |
8,649,380
+4,430,017
| +105% | +$179M |
|
839
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.85B
| $349M | 0.02% |
4,739,566
+2,544,630
| +116% | +$187M |
|
840
VanEck Semiconductor ETF
SMH
$28.4B
| $346M | 0.02% |
1,980,874
+994,388
| +101% | +$174M |
|
841
Essential Properties Realty Trust
EPRT
$5.89B
| $346M | 0.02% |
13,528,288
+7,672,041
| +131% | +$196M |
|
842
iShares US Real Estate ETF
IYR
$3.6B
| $345M | 0.02% |
3,771,290
-903,515
| -19% | -$82.6M |
|
843
APA Corp
APA
$8.33B
| $343M | 0.02% |
9,560,150
+5,433,935
| +132% | +$195M |
|
844
Baxter International
BAX
$12.3B
| $343M | 0.02% |
8,866,152
+4,158,321
| +88% | +$161M |
|
845
iShare MSCI Eurozone ETF
EZU
$7.89B
| $342M | 0.02% |
7,217,126
+3,553,973
| +97% | +$169M |
|
846
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.75B
| $342M | 0.02% |
44,344,952
+20,631,562
| +87% | +$159M |
|
847
Molina Healthcare
MOH
$9.71B
| $342M | 0.02% |
946,300
+458,294
| +94% | +$166M |
|
848
PPL Corp
PPL
$26.5B
| $340M | 0.02% |
12,562,268
+6,319,546
| +101% | +$171M |
|
849
Comerica
CMA
$8.9B
| $340M | 0.02% |
6,090,228
+3,179,480
| +109% | +$177M |
|
850
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.73B
| $339M | 0.02% |
21,448,888
+13,236,306
| +161% | +$209M |
|