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 |
Amazon
AMZN
|
+$4.49B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.56B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.34B |
| 4 |
Microsoft
MSFT
|
+$1.97B |
| 5 |
Visa
V
|
+$1.5B |
Top Sells
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
+$2.53B |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$1.49B |
| 3 |
Trade Desk
TTD
|
+$1.03B |
| 4 |
Okta
OKTA
|
+$905M |
| 5 |
Twilio
TWLO
|
+$813M |
Sector Composition
| 1 | Technology | 19% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Communication Services | 9.45% |
| 5 | Financials | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Hartford Financial Services
HIG
$36.9B
| $72.1M | 0.01% |
1,472,415
+240,050
| +19% | +$11.8M |
|
877
Sprott Physical Gold
PHYS
$13B
| $71.9M | 0.01% |
4,764,620
+647,863
| +16% | +$9.78M |
|
878
ENI
E
$53B
| $71.7M | 0.01% |
3,482,665
-262,076
| -7% | -$5.4M |
|
879
Broadridge
BR
$29.3B
| $71.6M | 0.01% |
467,483
+174,325
| +59% | +$26.7M |
|
880
Cencora
COR
$57.4B
| $71.6M | 0.01% |
732,125
+131,576
| +22% | +$12.9M |
|
881
C.H. Robinson
CHRW
$15.1B
| $71.5M | 0.01% |
762,159
-143,649
| -16% | -$13.5M |
|
882
Western Digital
WDC
$33B
| $71.2M | 0.01% |
1,701,095
-842,900
| -33% | -$35.3M |
|
883
Packaging Corp of America
PKG
$19.2B
| $71.2M | 0.01% |
516,403
-70,243
| -12% | -$9.69M |
|
|
NVRO
884
DELISTED
NEVRO CORP.
NVRO
| $71.2M | 0.01% |
411,247
+43,542
| +12% | +$7.54M |
|
885
Atara Biotherapeutics
ATRA
$82.7M
| $71.2M | 0.01% |
144,998
+92,600
| +177% | +$45.4M |
|
886
Pultegroup
PHM
$26.7B
| $71.1M | 0.01% |
1,649,602
+184,620
| +13% | +$7.96M |
|
887
Vanguard Utilities ETF
VPU
$7.29B
| $70.5M | 0.01% |
513,834
-23,297
| -4% | -$3.2M |
|
888
Planet Fitness
PLNT
$8.52B
| $70.5M | 0.01% |
907,888
+879,615
| +3,111% | +$68.3M |
|
|
BSCN
889
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $70.3M | 0.01% |
3,212,048
+256,589
| +9% | +$5.62M |
|
890
HCA Healthcare
HCA
$92.3B
| $69.8M | 0.01% |
424,347
+58,798
| +16% | +$9.67M |
|
891
Brixmor Property Group
BRX
$8.51B
| $69.7M | 0.01% |
4,212,896
+2,937,861
| +230% | +$48.6M |
|
892
Hologic
HOLX
$14.6B
| $69.2M | 0.01% |
950,839
+387,398
| +69% | +$28.2M |
|
893
Kinross Gold
KGC
$28B
| $69.2M | 0.01% |
9,430,812
+4,830,086
| +105% | +$35.5M |
|
894
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.91B
| $69.2M | 0.01% |
1,085,514
+117,258
| +12% | +$7.47M |
|
895
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $69.1M | 0.01% |
2,260,195
+254,487
| +13% | +$7.78M |
|
896
AES
AES
$9.06B
| $68.8M | 0.01% |
2,927,303
+258,554
| +10% | +$6.08M |
|
|
IBDO
897
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
| $68.7M | 0.01% |
2,616,833
+194,534
| +8% | +$5.11M |
|
898
Zebra Technologies
ZBRA
$15.6B
| $68.6M | 0.01% |
178,468
+19,554
| +12% | +$7.52M |
|
899
Virgin Galactic
SPCE
$180M
| $68.6M | 0.01% |
144,519
+9,745
| +7% | +$4.62M |
|
900
West Pharmaceutical
WST
$18.4B
| $68.3M | 0.01% |
241,048
+31,783
| +15% | +$9M |
|