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 | |
|---|---|---|---|---|---|---|
876
Nexstar Media Group
NXST
$5.98B
| $324M | 0.01% |
2,064,954
+1,050,278
| +104% | +$165M |
|
877
Quaker Houghton
KWR
$2.42B
| $324M | 0.01% |
1,515,942
+814,313
| +116% | +$174M |
|
878
Lithia Motors
LAD
$8.64B
| $323M | 0.01% |
981,490
+550,102
| +128% | +$181M |
|
879
Brown-Forman Class B
BF.B
$12.9B
| $319M | 0.01% |
5,587,158
+3,277,105
| +142% | +$187M |
|
880
Vanguard FTSE Pacific ETF
VPL
$7.92B
| $317M | 0.01% |
4,394,784
+2,218,852
| +102% | +$160M |
|
881
Dropbox
DBX
$8.29B
| $316M | 0.01% |
10,728,586
+5,217,559
| +95% | +$154M |
|
882
Tyson Foods
TSN
$19.7B
| $315M | 0.01% |
5,861,076
+2,262,744
| +63% | +$122M |
|
883
Schwab US Large-Cap Growth ETF
SCHG
$49B
| $315M | 0.01% |
15,178,696
+7,876,436
| +108% | +$163M |
|
884
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
| $314M | 0.01% |
7,563,950
+3,400,658
| +82% | +$141M |
|
885
Brookfield Infrastructure Partners
BIP
$14.2B
| $312M | 0.01% |
9,913,650
+6,062,400
| +157% | +$191M |
|
886
Scotiabank
BNS
$79.4B
| $311M | 0.01% |
6,394,088
+3,223,487
| +102% | +$157M |
|
887
Thomson Reuters
TRI
$76.8B
| $311M | 0.01% |
2,128,470
+1,023,400
| +93% | +$150M |
|
888
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $311M | 0.01% |
10,426,512
+3,969,510
| +61% | +$118M |
|
889
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
| $310M | 0.01% |
17,861,586
+9,312,147
| +109% | +$161M |
|
890
Ally Financial
ALLY
$12.7B
| $309M | 0.01% |
8,850,368
+5,192,389
| +142% | +$181M |
|
891
Alnylam Pharmaceuticals
ALNY
$61.5B
| $309M | 0.01% |
1,613,190
+403,807
| +33% | +$77.3M |
|
892
iShares MSCI Mexico ETF
EWW
$1.86B
| $309M | 0.01% |
4,550,538
+1,661,553
| +58% | +$113M |
|
893
Leidos
LDOS
$23.1B
| $309M | 0.01% |
2,850,236
+1,914,318
| +205% | +$207M |
|
894
Boston Properties
BXP
$11.7B
| $308M | 0.01% |
4,395,586
+1,912,672
| +77% | +$134M |
|
895
Crocs
CROX
$4.43B
| $308M | 0.01% |
3,300,938
+1,743,272
| +112% | +$163M |
|
896
Kimco Realty
KIM
$15.1B
| $308M | 0.01% |
14,446,024
+9,302,046
| +181% | +$198M |
|
897
Invesco S&P 500 Pure Value ETF
RPV
$1.34B
| $308M | 0.01% |
3,747,734
+1,527,591
| +69% | +$125M |
|
898
Assurant
AIZ
$10.6B
| $307M | 0.01% |
1,823,556
+974,214
| +115% | +$164M |
|
899
Vanguard S&P 500 Value ETF
VOOV
$5.66B
| $306M | 0.01% |
1,822,832
+996,100
| +120% | +$167M |
|
900
TAL Education Group
TAL
$6.37B
| $306M | 0.01% |
24,206,450
+8,069,582
| +50% | +$102M |
|