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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Barclays
BCS
$72.8B
| $78M | 0.01% |
10,264,590
+6,395,554
| +165% | +$48.6M |
|
1077
Invesco
IVZ
$10B
| $78M | 0.01% |
4,834,708
+1,064,494
| +28% | +$17.2M |
|
1078
Magna International
MGA
$13.1B
| $77.9M | 0.01% |
1,418,702
+317,940
| +29% | +$17.5M |
|
1079
Essential Utilities
WTRG
$10.7B
| $77.9M | 0.01% |
1,698,591
+797,552
| +89% | +$36.6M |
|
1080
RPM International
RPM
$16.3B
| $77.6M | 0.01% |
985,313
+361,052
| +58% | +$28.4M |
|
1081
Boyd Gaming
BYD
$6.87B
| $77.4M | 0.01% |
1,556,235
-30,061
| -2% | -$1.5M |
|
1082
Loews
L
$20.3B
| $77.3M | 0.01% |
1,304,768
+666,171
| +104% | +$39.5M |
|
1083
iShares MSCI Intl Quality Factor ETF
IQLT
$13B
| $77.1M | 0.01% |
2,492,296
-872,001
| -26% | -$27M |
|
1084
Globe Life
GL
$11.5B
| $77.1M | 0.01% |
790,862
+486,741
| +160% | +$47.4M |
|
1085
Duolingo
DUOL
$14B
| $77M | 0.01% |
879,330
-554,775
| -39% | -$48.6M |
|
1086
Sealed Air
SEE
$4.98B
| $77M | 0.01% |
1,333,629
+527,414
| +65% | +$30.4M |
|
1087
Sonos
SONO
$1.82B
| $76.9M | 0.01% |
4,262,745
-649,582
| -13% | -$11.7M |
|
|
ZEN
1088
DELISTED
ZENDESK INC
ZEN
| $76.7M | 0.01% |
1,035,257
+394,160
| +61% | +$29.2M |
|
1089
Henry Schein
HSIC
$8.34B
| $76.7M | 0.01% |
999,203
+531,641
| +114% | +$40.8M |
|
1090
Williams-Sonoma
WSM
$24B
| $76.6M | 0.01% |
1,381,504
+640,074
| +86% | +$35.5M |
|
1091
Wynn Resorts
WYNN
$12.6B
| $76.5M | 0.01% |
1,342,518
-409,841
| -23% | -$23.4M |
|
1092
Vanguard Long-Term Bond ETF
BLV
$5.71B
| $76.2M | 0.01% |
956,060
+191,292
| +25% | +$15.2M |
|
1093
Blue Owl Capital
OBDC
$7.26B
| $76.1M | 0.01% |
6,172,765
+672,228
| +12% | +$8.29M |
|
1094
WillScot Mobile Mini Holdings
WSC
$4.22B
| $75.8M | 0.01% |
2,338,129
+277,910
| +13% | +$9.01M |
|
1095
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$396M
| $75.7M | 0.01% |
2,341,116
-249,983
| -10% | -$8.08M |
|
1096
Texas Pacific Land
TPL
$21.5B
| $75.7M | 0.01% |
152,523
+13,284
| +10% | +$6.59M |
|
1097
MP Materials
MP
$11.2B
| $75.6M | 0.01% |
2,357,190
-477,130
| -17% | -$15.3M |
|
1098
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$457M
| $75.5M | 0.01% |
1,445,551
-496,167
| -26% | -$25.9M |
|
1099
United Microelectronic
UMC
$17B
| $75.3M | 0.01% |
11,127,345
+2,547,918
| +30% | +$17.2M |
|
1100
Globus Medical
GMED
$7.94B
| $75.1M | 0.01% |
1,338,039
+335,692
| +33% | +$18.8M |
|