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 | |
|---|---|---|---|---|---|---|
951
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.71B
| $282M | 0.01% |
1,604,942
+848,853
| +112% | +$149M |
|
952
Aaon
AAON
$6.93B
| $281M | 0.01% |
3,809,940
+1,745,314
| +85% | +$129M |
|
953
WisdomTree International Quality Dividend Growth Fund
IQDG
$737M
| $281M | 0.01% |
7,748,174
+3,149,031
| +68% | +$114M |
|
954
Gabelli Dividend & Income Trust
GDV
$2.39B
| $281M | 0.01% |
12,977,516
+6,514,364
| +101% | +$141M |
|
955
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4B
| $280M | 0.01% |
14,417,684
+8,193,837
| +132% | +$159M |
|
956
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $280M | 0.01% |
2,841,450
+1,025,159
| +56% | +$101M |
|
957
Invesco Senior Loan ETF
BKLN
$6.87B
| $280M | 0.01% |
13,219,028
+7,279,742
| +123% | +$154M |
|
958
Starwood Property Trust
STWD
$7.6B
| $280M | 0.01% |
13,304,346
+6,846,189
| +106% | +$144M |
|
959
SouthState Bank Corporation
SSB
$10.3B
| $279M | 0.01% |
3,304,380
+1,958,858
| +146% | +$165M |
|
960
CarMax
KMX
$8.88B
| $278M | 0.01% |
3,623,392
+2,106,636
| +139% | +$162M |
|
961
Infosys
INFY
$70.4B
| $277M | 0.01% |
15,084,234
+3,944,112
| +35% | +$72.5M |
|
962
Essential Utilities
WTRG
$10.6B
| $277M | 0.01% |
7,409,912
+5,197,178
| +235% | +$194M |
|
963
First Trust Long/Short Equity ETF
FTLS
$1.95B
| $276M | 0.01% |
4,904,162
+2,852,509
| +139% | +$160M |
|
|
BECN
964
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $275M | 0.01% |
3,163,784
+1,886,814
| +148% | +$164M |
|
965
Invesco Aerospace & Defense ETF
PPA
$6.27B
| $275M | 0.01% |
2,986,378
+1,520,851
| +104% | +$140M |
|
966
Nutrien
NTR
$27.9B
| $274M | 0.01% |
4,872,846
+1,641,562
| +51% | +$92.5M |
|
967
Elastic
ESTC
$9.56B
| $273M | 0.01% |
2,425,246
+1,675,311
| +223% | +$189M |
|
968
DaVita
DVA
$9.46B
| $273M | 0.01% |
2,607,510
+1,389,896
| +114% | +$146M |
|
969
Vanguard Utilities ETF
VPU
$7.29B
| $273M | 0.01% |
1,991,526
+1,185,626
| +147% | +$163M |
|
970
Chewy
CHWY
$14.5B
| $273M | 0.01% |
11,551,888
+4,539,171
| +65% | +$107M |
|
971
Fluor
FLR
$6.69B
| $272M | 0.01% |
6,944,318
+2,996,172
| +76% | +$117M |
|
972
iShares ESG Aware MSCI EM ETF
ESGE
$5.27B
| $272M | 0.01% |
8,475,916
+3,709,205
| +78% | +$119M |
|
973
Nutanix
NTNX
$20.7B
| $269M | 0.01% |
5,637,460
+4,214,292
| +296% | +$201M |
|
974
BCE
BCE
$22.5B
| $268M | 0.01% |
6,810,974
+3,627,447
| +114% | +$143M |
|
975
Sun Communities
SUI
$16.1B
| $267M | 0.01% |
1,999,506
+932,620
| +87% | +$125M |
|