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 | |
|---|---|---|---|---|---|---|
1126
Five Below
FIVE
$7.71B
| $71.6M | 0.01% |
631,644
+390,983
| +162% | +$44.3M |
|
1127
Hubbell
HUBB
$23.2B
| $71.5M | 0.01% |
400,260
+219,174
| +121% | +$39.1M |
|
1128
NovoCure
NVCR
$1.36B
| $71.5M | 0.01% |
1,028,338
+298,689
| +41% | +$20.8M |
|
1129
Pentair
PNR
$18.2B
| $71.4M | 0.01% |
1,558,909
+638,223
| +69% | +$29.2M |
|
1130
ING
ING
$74.7B
| $71.3M | 0.01% |
7,192,261
+6,462,989
| +886% | +$64.1M |
|
1131
Fluor
FLR
$6.63B
| $71.2M | 0.01% |
2,927,221
+837,006
| +40% | +$20.4M |
|
1132
DaVita
DVA
$9.52B
| $71.1M | 0.01% |
888,626
+367,093
| +70% | +$29.4M |
|
1133
Nuveen Credit Strategies Income Fund
JQC
$751M
| $71M | 0.01% |
13,655,541
+10,604,112
| +348% | +$55.1M |
|
|
CLR
1134
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $71M | 0.01% |
1,086,429
+653,148
| +151% | +$42.7M |
|
1135
Charles River Laboratories
CRL
$7.52B
| $71M | 0.01% |
331,787
+138,733
| +72% | +$29.7M |
|
|
DOC
1136
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $70.9M | 0.01% |
4,064,940
+1,726,220
| +74% | +$30.1M |
|
1137
iShares US Industrials ETF
IYJ
$1.67B
| $70.8M | 0.01% |
803,314
-48,310
| -6% | -$4.26M |
|
1138
Bio-Rad Laboratories Class A
BIO
$7.59B
| $70.8M | 0.01% |
143,009
+76,782
| +116% | +$38M |
|
|
WWE
1139
DELISTED
World Wrestling Entertainment
WWE
| $70.6M | 0.01% |
1,130,017
+819,919
| +264% | +$51.2M |
|
1140
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.73B
| $70.6M | 0.01% |
616,902
-341,410
| -36% | -$39.1M |
|
1141
Plains All American Pipeline
PAA
$12.3B
| $70.5M | 0.01% |
7,179,255
-3,150,219
| -30% | -$30.9M |
|
1142
AutoNation
AN
$8.37B
| $70.4M | 0.01% |
630,317
+80,414
| +15% | +$8.99M |
|
1143
Lithia Motors
LAD
$8.56B
| $70.4M | 0.01% |
256,265
+184,004
| +255% | +$50.6M |
|
1144
GitLab
GTLB
$8.39B
| $70.4M | 0.01% |
1,324,276
+253,304
| +24% | +$13.5M |
|
1145
Mohawk Industries
MHK
$8.45B
| $70.3M | 0.01% |
566,734
+245,692
| +77% | +$30.5M |
|
1146
Western Union
WU
$2.71B
| $70.2M | 0.01% |
4,260,251
+1,906,852
| +81% | +$31.4M |
|
1147
Global X Uranium ETF
URA
$4.29B
| $70.2M | 0.01% |
3,780,356
-221,343
| -6% | -$4.11M |
|
1148
US Global Jets ETF
JETS
$824M
| $70.2M | 0.01% |
4,252,036
+138,863
| +3% | +$2.29M |
|
1149
Global X Conscious Companies ETF
KRMA
$689M
| $69.8M | 0.01% |
2,613,402
-4,428
| -0.2% | -$118K |
|
1150
Vanguard Mega Cap 300 Index ETF
MGC
$7.84B
| $69.7M | 0.01% |
529,113
-2,970
| -0.6% | -$391K |
|