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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Check Point Software Technologies
CHKP
$21B
| $75.2M | 0.01% |
647,192
+516,582
| +396% | +$60M |
|
1027
Cadence Design Systems
CDNS
$93.6B
| $75.1M | 0.01% |
549,213
-305,636
| -36% | -$41.8M |
|
1028
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.3B
| $74.8M | 0.01% |
727,136
-39,553
| -5% | -$4.07M |
|
1029
Zscaler
ZS
$44.1B
| $74.5M | 0.01% |
344,900
+6,365
| +2% | +$1.38M |
|
|
SRC
1030
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $74.5M | 0.01% |
1,557,234
+1,315,722
| +545% | +$62.9M |
|
1031
NRG Energy
NRG
$31.9B
| $74.5M | 0.01% |
1,847,710
+163,544
| +10% | +$6.59M |
|
1032
Zebra Technologies
ZBRA
$15.9B
| $74M | 0.01% |
139,816
-56,212
| -29% | -$29.8M |
|
1033
Canadian Imperial Bank of Commerce
CM
$73.6B
| $73.8M | 0.01% |
1,296,304
-1,017,444
| -44% | -$57.9M |
|
1034
First Solar
FSLR
$21.6B
| $73.8M | 0.01% |
815,200
+489,336
| +150% | +$44.3M |
|
1035
Asbury Automotive
ABG
$4.8B
| $73.8M | 0.01% |
430,492
-102,558
| -19% | -$17.6M |
|
1036
Viatris
VTRS
$11.6B
| $73.8M | 0.01% |
5,161,219
+1,319,707
| +34% | +$18.9M |
|
1037
Entergy
ETR
$40.3B
| $73.7M | 0.01% |
1,478,324
+188,894
| +15% | +$9.42M |
|
1038
Novo Nordisk
NVO
$244B
| $73.7M | 0.01% |
1,759,382
+217,040
| +14% | +$9.09M |
|
1039
Vanguard S&P 500 Value ETF
VOOV
$5.71B
| $73.6M | 0.01% |
515,984
+9,966
| +2% | +$1.42M |
|
1040
Ambarella
AMBA
$3.43B
| $73.6M | 0.01% |
690,304
+263,299
| +62% | +$28.1M |
|
1041
Saic
SAIC
$4.9B
| $73.4M | 0.01% |
836,110
+91,475
| +12% | +$8.03M |
|
1042
Schneider National
SNDR
$4.18B
| $73.3M | 0.01% |
3,365,180
+603,114
| +22% | +$13.1M |
|
1043
Baker Hughes
BKR
$45.8B
| $73M | 0.01% |
3,191,128
+1,617,591
| +103% | +$37M |
|
1044
AMC Entertainment Holdings
AMC
$1.44B
| $72.8M | 0.01% |
128,372
+32,604
| +34% | +$18.5M |
|
1045
ScottsMiracle-Gro
SMG
$3.51B
| $72.7M | 0.01% |
378,698
+144,478
| +62% | +$27.7M |
|
1046
NCR Voyix
VYX
$1.77B
| $72.6M | 0.01% |
2,594,137
+884,238
| +52% | +$24.7M |
|
1047
Equitable Holdings
EQH
$16.2B
| $72.6M | 0.01% |
2,383,749
+862,470
| +57% | +$26.3M |
|
1048
Lazard
LAZ
$5.25B
| $72.5M | 0.01% |
1,602,307
-397,119
| -20% | -$18M |
|
1049
Mid-America Apartment Communities
MAA
$16.6B
| $72.4M | 0.01% |
430,122
+265,978
| +162% | +$44.8M |
|
1050
NVR
NVR
$23.3B
| $72.4M | 0.01% |
14,566
+4,601
| +46% | +$22.9M |
|