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 | |
|---|---|---|---|---|---|---|
976
Caesars Entertainment
CZR
$5.33B
| $266M | 0.01% |
5,683,428
+3,127,893
| +122% | +$147M |
|
977
Sarepta Therapeutics
SRPT
$1.8B
| $266M | 0.01% |
2,760,298
+1,904,854
| +223% | +$184M |
|
978
Commerce Bancshares
CBSH
$8B
| $266M | 0.01% |
5,230,340
+2,877,711
| +122% | +$146M |
|
979
Hormel Foods
HRL
$13.7B
| $265M | 0.01% |
8,267,310
+4,170,148
| +102% | +$134M |
|
980
Independence Realty Trust
IRT
$4.06B
| $265M | 0.01% |
17,293,258
+16,122,206
| +1,377% | +$247M |
|
981
SPS Commerce
SPSC
$4.18B
| $264M | 0.01% |
1,361,330
+662,684
| +95% | +$128M |
|
982
Lazard
LAZ
$5.25B
| $264M | 0.01% |
7,581,520
+5,379,317
| +244% | +$187M |
|
983
KT
KT
$9.52B
| $264M | 0.01% |
19,624,910
+9,739,923
| +99% | +$131M |
|
984
Qiagen
QGEN
$9.98B
| $264M | 0.01% |
5,726,954
+2,869,661
| +100% | +$132M |
|
985
Futu Holdings
FUTU
$25.3B
| $263M | 0.01% |
4,820,536
+2,365,872
| +96% | +$129M |
|
986
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
| $262M | 0.01% |
6,180,432
+2,765,075
| +81% | +$117M |
|
987
Blackstone Secured Lending
BXSL
$6.62B
| $261M | 0.01% |
9,454,178
+5,960,086
| +171% | +$165M |
|
988
First Trust Managed Municipal ETF
FMB
$1.89B
| $261M | 0.01% |
5,055,686
+2,943,978
| +139% | +$152M |
|
989
HF Sinclair
DINO
$9.57B
| $260M | 0.01% |
4,679,630
+2,166,891
| +86% | +$120M |
|
990
iShares MSCI South Korea ETF
EWY
$5.38B
| $260M | 0.01% |
3,966,806
+2,097,123
| +112% | +$137M |
|
991
Kanzhun
BZ
$11.2B
| $260M | 0.01% |
15,640,424
+7,235,252
| +86% | +$120M |
|
992
Sumitomo Mitsui Financial
SMFG
$108B
| $259M | 0.01% |
26,764,902
+14,504,443
| +118% | +$140M |
|
993
Yeti Holdings
YETI
$2.88B
| $259M | 0.01% |
4,992,574
+2,651,950
| +113% | +$137M |
|
994
Moog
MOG.A
$6.24B
| $258M | 0.01% |
1,785,266
+986,066
| +123% | +$143M |
|
995
SPDR S&P Metals & Mining ETF
XME
$2.37B
| $258M | 0.01% |
4,312,166
+1,419,853
| +49% | +$84.9M |
|
996
Cleveland-Cliffs
CLF
$5.62B
| $258M | 0.01% |
12,628,086
+5,892,027
| +87% | +$120M |
|
997
FTAI Aviation
FTAI
$17.2B
| $258M | 0.01% |
5,553,046
+2,147,074
| +63% | +$99.6M |
|
998
Icon
ICLR
$12.9B
| $256M | 0.01% |
905,962
+592,772
| +189% | +$168M |
|
999
CyberArk
CYBR
$23.6B
| $256M | 0.01% |
1,170,536
+424,009
| +57% | +$92.9M |
|
1000
Yum China
YUMC
$16.2B
| $256M | 0.01% |
6,042,232
+3,819,357
| +172% | +$162M |
|