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 | |
|---|---|---|---|---|---|---|
1151
C3.ai
AI
$2.24B
| $200M | 0.01% |
6,961,022
+2,848,462
| +69% | +$81.8M |
|
1152
Antero Resources
AR
$10.1B
| $200M | 0.01% |
8,803,206
+5,432,243
| +161% | +$123M |
|
1153
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $199M | 0.01% |
8,635,290
+4,382,423
| +103% | +$101M |
|
1154
Jackson Financial
JXN
$6.83B
| $199M | 0.01% |
3,882,362
+2,437,326
| +169% | +$125M |
|
1155
Wheaton Precious Metals
WPM
$48.5B
| $197M | 0.01% |
4,002,188
+1,840,120
| +85% | +$90.8M |
|
1156
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.3B
| $197M | 0.01% |
6,044,206
+2,945,403
| +95% | +$96.2M |
|
1157
iShares US Financials ETF
IYF
$4.09B
| $197M | 0.01% |
2,306,368
+1,151,732
| +100% | +$98.4M |
|
1158
Option Care Health
OPCH
$4.78B
| $196M | 0.01% |
5,829,422
+2,741,295
| +89% | +$92.4M |
|
1159
ProShares Russell 2000 Dividend Growers ETF
SMDV
$660M
| $196M | 0.01% |
3,019,840
+1,469,561
| +95% | +$95.5M |
|
1160
Commault Systems
CVLT
$7.97B
| $196M | 0.01% |
2,458,576
+1,161,751
| +90% | +$92.8M |
|
1161
Ambarella
AMBA
$3.56B
| $196M | 0.01% |
3,198,074
+2,793,190
| +690% | +$171M |
|
1162
BlackLine
BL
$3.39B
| $196M | 0.01% |
3,138,944
+2,136,594
| +213% | +$133M |
|
1163
Camden Property Trust
CPT
$11.8B
| $196M | 0.01% |
1,973,374
+1,087,432
| +123% | +$108M |
|
1164
Federal Realty Investment Trust
FRT
$8.72B
| $196M | 0.01% |
1,901,100
+923,091
| +94% | +$95.1M |
|
1165
ACI Worldwide
ACIW
$5.2B
| $196M | 0.01% |
6,402,110
+4,161,937
| +186% | +$127M |
|
1166
Check Point Software Technologies
CHKP
$21.1B
| $195M | 0.01% |
1,277,334
+535,793
| +72% | +$81.9M |
|
1167
Wolfspeed
WOLF
$285M
| $195M | 0.01% |
4,480,690
+1,419,057
| +46% | +$61.7M |
|
1168
Vanguard Long-Term Bond ETF
BLV
$5.73B
| $195M | 0.01% |
2,613,094
+1,405,169
| +116% | +$105M |
|
1169
Repligen
RGEN
$6.74B
| $195M | 0.01% |
1,082,064
+596,664
| +123% | +$107M |
|
1170
Invesco Preferred ETF
PGX
$3.99B
| $194M | 0.01% |
16,945,886
+7,478,647
| +79% | +$85.8M |
|
1171
Agnico Eagle Mines
AEM
$76.7B
| $194M | 0.01% |
3,540,270
+1,929,656
| +120% | +$106M |
|
1172
Schwab US Large- Cap ETF
SCHX
$60.3B
| $194M | 0.01% |
10,319,880
+5,493,852
| +114% | +$103M |
|
1173
Avantor
AVTR
$8.79B
| $194M | 0.01% |
8,490,876
+5,479,354
| +182% | +$125M |
|
1174
iShares California Muni Bond ETF
CMF
$3.39B
| $194M | 0.01% |
3,340,780
+1,670,924
| +100% | +$96.8M |
|
1175
BellRing Brands
BRBR
$4.66B
| $193M | 0.01% |
3,486,286
+2,867,125
| +463% | +$159M |
|