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 | |
|---|---|---|---|---|---|---|
1126
US Physical Therapy
USPH
$1.25B
| $208M | 0.01% |
2,233,490
+1,253,914
| +128% | +$117M |
|
1127
Crown Holdings
CCK
$11.4B
| $208M | 0.01% |
2,257,646
+1,096,589
| +94% | +$101M |
|
1128
Capri Holdings
CPRI
$2.6B
| $208M | 0.01% |
4,130,562
+2,410,909
| +140% | +$121M |
|
1129
iShares Global REIT ETF
REET
$3.93B
| $207M | 0.01% |
8,564,988
+3,945,976
| +85% | +$95.4M |
|
1130
SPDR S&P Bank ETF
KBE
$1.56B
| $206M | 0.01% |
4,487,064
+3,314,315
| +283% | +$153M |
|
1131
Plains All American Pipeline
PAA
$12.2B
| $206M | 0.01% |
13,574,298
+6,961,740
| +105% | +$105M |
|
1132
Banco Santander
SAN
$150B
| $205M | 0.01% |
49,467,328
+26,743,567
| +118% | +$111M |
|
1133
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $204M | 0.01% |
6,220,836
+4,515,369
| +265% | +$148M |
|
1134
Equitable Holdings
EQH
$16.1B
| $204M | 0.01% |
6,127,490
+3,256,535
| +113% | +$108M |
|
1135
Vanguard Russell 1000 ETF
VONE
$6.79B
| $204M | 0.01% |
939,654
+542,633
| +137% | +$118M |
|
1136
Shift4
FOUR
$5.97B
| $203M | 0.01% |
2,734,148
+1,185,919
| +77% | +$88.2M |
|
1137
Plug Power
PLUG
$1.74B
| $202M | 0.01% |
44,976,170
+22,690,826
| +102% | +$102M |
|
1138
First Industrial Realty Trust
FR
$6.97B
| $202M | 0.01% |
3,842,140
+1,669,441
| +77% | +$87.9M |
|
1139
SolarEdge
SEDG
$1.75B
| $202M | 0.01% |
2,161,170
+1,141,092
| +112% | +$107M |
|
1140
iShares US Home Construction ETF
ITB
$3.33B
| $202M | 0.01% |
1,988,292
-1,685,504
| -46% | -$171M |
|
1141
United Therapeutics
UTHR
$18.3B
| $202M | 0.01% |
919,464
+565,063
| +159% | +$124M |
|
1142
UDR
UDR
$12.9B
| $202M | 0.01% |
5,280,254
+3,004,434
| +132% | +$115M |
|
1143
Pinnacle West Capital
PNW
$10.6B
| $202M | 0.01% |
2,813,678
+1,499,362
| +114% | +$108M |
|
1144
Teck Resources
TECK
$20.4B
| $202M | 0.01% |
4,775,304
+1,422,409
| +42% | +$60.1M |
|
1145
Exact Sciences
EXAS
$10.6B
| $202M | 0.01% |
2,727,534
+1,333,454
| +96% | +$98.6M |
|
1146
Herbalife
HLF
$964M
| $202M | 0.01% |
13,221,366
+6,262,457
| +90% | +$95.6M |
|
1147
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
| $202M | 0.01% |
2,237,448
+727,864
| +48% | +$65.6M |
|
1148
Murphy USA
MUSA
$7.59B
| $202M | 0.01% |
565,344
+270,725
| +92% | +$96.5M |
|
1149
Outfront Media
OUT
$3.13B
| $201M | 0.01% |
14,659,718
+9,641,774
| +192% | +$132M |
|
1150
Duolingo
DUOL
$14.2B
| $200M | 0.01% |
882,872
+542,420
| +159% | +$123M |
|