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 | |
|---|---|---|---|---|---|---|
926
Interparfums
IPAR
$3.47B
| $294M | 0.01% |
2,041,482
+1,076,381
| +112% | +$155M |
|
927
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $294M | 0.01% |
7,441,812
+3,692,740
| +98% | +$146M |
|
928
Southern Copper
SCCO
$82.9B
| $292M | 0.01% |
3,567,984
+1,627,108
| +84% | +$133M |
|
929
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
| $291M | 0.01% |
5,377,178
+3,132,960
| +140% | +$169M |
|
930
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
| $291M | 0.01% |
22,650,132
+11,093,146
| +96% | +$142M |
|
931
Vanguard Consumer Staples ETF
VDC
$7.56B
| $290M | 0.01% |
1,520,752
+759,482
| +100% | +$145M |
|
932
John Hancock Multifactor Mid Cap ETF
JHMM
$4.39B
| $290M | 0.01% |
5,506,286
+2,784,736
| +102% | +$147M |
|
933
Sensata Technologies
ST
$4.59B
| $288M | 0.01% |
7,667,786
+5,292,423
| +223% | +$199M |
|
934
Reliance Steel & Aluminium
RS
$15.4B
| $288M | 0.01% |
1,028,788
+482,827
| +88% | +$135M |
|
935
PTC
PTC
$24.5B
| $287M | 0.01% |
1,641,236
+938,579
| +134% | +$164M |
|
936
Campbell Soup
CPB
$9.98B
| $287M | 0.01% |
6,642,182
+2,581,856
| +64% | +$112M |
|
937
Rogers Communications
RCI
$19.1B
| $287M | 0.01% |
6,133,734
+1,681,812
| +38% | +$78.7M |
|
938
BorgWarner
BWA
$9.34B
| $287M | 0.01% |
8,007,034
+3,828,107
| +92% | +$137M |
|
939
Avantis Emerging Markets Equity ETF
AVEM
$12.5B
| $287M | 0.01% |
5,088,092
+2,608,988
| +105% | +$147M |
|
940
Viatris
VTRS
$11.9B
| $287M | 0.01% |
26,467,306
+13,997,945
| +112% | +$152M |
|
941
Teledyne Technologies
TDY
$25.6B
| $287M | 0.01% |
642,096
+326,492
| +103% | +$146M |
|
942
Interpublic Group of Companies
IPG
$9.51B
| $286M | 0.01% |
8,750,020
+3,875,456
| +80% | +$126M |
|
943
EPAM Systems
EPAM
$8.53B
| $285M | 0.01% |
958,810
+425,588
| +80% | +$127M |
|
944
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.51B
| $285M | 0.01% |
23,385,934
+11,107,525
| +90% | +$135M |
|
945
Globe Life
GL
$11.3B
| $284M | 0.01% |
2,336,322
+1,194,489
| +105% | +$145M |
|
946
Twilio
TWLO
$16B
| $284M | 0.01% |
3,739,202
+1,722,085
| +85% | +$131M |
|
947
Zions Bancorporation
ZION
$8.56B
| $283M | 0.01% |
6,458,510
+1,945,244
| +43% | +$85.3M |
|
948
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| $283M | 0.01% |
5,811,988
+3,178,766
| +121% | +$155M |
|
949
Host Hotels & Resorts
HST
$12.1B
| $282M | 0.01% |
14,473,562
+4,909,769
| +51% | +$95.6M |
|
950
SPDR Bloomberg Convertible Securities ETF
CWB
$4.46B
| $282M | 0.01% |
3,905,298
+1,826,792
| +88% | +$132M |
|