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 | |
|---|---|---|---|---|---|---|
901
Masco
MAS
$15.3B
| $306M | 0.01% |
4,562,292
+2,707,607
| +146% | +$181M |
|
902
iShares Short Maturity Bond ETF
NEAR
$3.55B
| $305M | 0.01% |
6,037,882
+3,021,108
| +100% | +$153M |
|
903
C.H. Robinson
CHRW
$15.1B
| $304M | 0.01% |
3,523,240
+1,811,204
| +106% | +$156M |
|
904
Pacer Global Cash Cows Dividend ETF
GCOW
$2.46B
| $304M | 0.01% |
8,875,824
+4,493,504
| +103% | +$154M |
|
905
Middleby
MIDD
$6.99B
| $304M | 0.01% |
2,065,734
+958,964
| +87% | +$141M |
|
906
The Mosaic Company
MOS
$10.6B
| $303M | 0.01% |
8,487,042
+3,153,314
| +59% | +$113M |
|
907
Arrow Electronics
ARW
$6.54B
| $303M | 0.01% |
2,479,526
+1,768,874
| +249% | +$216M |
|
908
AB InBev
BUD
$115B
| $303M | 0.01% |
4,690,512
+2,394,082
| +104% | +$155M |
|
909
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.76B
| $303M | 0.01% |
5,864,074
+3,809,426
| +185% | +$197M |
|
910
Tradeweb Markets
TW
$25.3B
| $303M | 0.01% |
3,332,662
+2,030,775
| +156% | +$185M |
|
911
RLI Corp
RLI
$6.08B
| $301M | 0.01% |
4,526,820
+2,262,024
| +100% | +$151M |
|
912
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $301M | 0.01% |
7,979,174
+4,900,150
| +159% | +$185M |
|
913
Sun Life Financial
SLF
$33B
| $301M | 0.01% |
5,794,724
+3,864,527
| +200% | +$200M |
|
914
DXC Technology
DXC
$2.55B
| $300M | 0.01% |
13,138,646
+6,665,442
| +103% | +$152M |
|
915
Rollins
ROL
$27.3B
| $300M | 0.01% |
6,875,102
+3,825,772
| +125% | +$167M |
|
916
Vanguard Total International Bond ETF
BNDX
$68.5B
| $299M | 0.01% |
6,063,448
+3,606,982
| +147% | +$178M |
|
917
Procore
PCOR
$10.3B
| $299M | 0.01% |
4,316,044
-613,077
| -12% | -$42.4M |
|
918
Alliant Energy
LNT
$16.4B
| $298M | 0.01% |
5,807,002
+2,952,440
| +103% | +$151M |
|
919
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $297M | 0.01% |
5,963,800
+2,795,789
| +88% | +$139M |
|
920
Victoria's Secret
VSCO
$2.06B
| $297M | 0.01% |
11,203,414
+5,183,899
| +86% | +$138M |
|
921
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $296M | 0.01% |
6,024,290
+3,513,714
| +140% | +$173M |
|
922
American Homes 4 Rent
AMH
$12.7B
| $295M | 0.01% |
8,213,046
+3,486,705
| +74% | +$125M |
|
923
Marathon Digital Holdings
MARA
$5.88B
| $295M | 0.01% |
12,542,278
+5,542,698
| +79% | +$130M |
|
924
Amdocs
DOX
$9.23B
| $295M | 0.01% |
3,351,328
+1,698,029
| +103% | +$149M |
|
925
Roku
ROKU
$14B
| $294M | 0.01% |
3,210,044
+1,652,528
| +106% | +$151M |
|