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 | |
|---|---|---|---|---|---|---|
1176
Forward Air
FWRD
$920M
| $193M | 0.01% |
3,070,706
+1,857,301
| +153% | +$117M |
|
1177
Merit Medical Systems
MMSI
$5.34B
| $193M | 0.01% |
2,539,074
+1,618,058
| +176% | +$123M |
|
1178
WillScot Mobile Mini Holdings
WSC
$4.29B
| $192M | 0.01% |
4,320,206
+2,078,943
| +93% | +$92.5M |
|
1179
iShares Global Energy ETF
IXC
$1.85B
| $192M | 0.01% |
4,910,312
+3,408,648
| +227% | +$133M |
|
1180
iShares MSCI Germany ETF
EWG
$2.4B
| $192M | 0.01% |
6,464,762
+2,986,266
| +86% | +$88.7M |
|
1181
Jazz Pharmaceuticals
JAZZ
$7.79B
| $192M | 0.01% |
1,557,606
+741,789
| +91% | +$91.2M |
|
1182
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
| $191M | 0.01% |
7,727,174
+4,310,171
| +126% | +$107M |
|
1183
ATI
ATI
$10.5B
| $191M | 0.01% |
4,205,464
+2,877,818
| +217% | +$131M |
|
1184
News Corp Class A
NWSA
$16.6B
| $191M | 0.01% |
7,785,910
+4,881,044
| +168% | +$120M |
|
1185
Huron Consulting
HURN
$2.46B
| $191M | 0.01% |
1,858,864
+1,133,974
| +156% | +$117M |
|
1186
First Horizon
FHN
$11.5B
| $191M | 0.01% |
13,490,364
+7,750,217
| +135% | +$110M |
|
1187
Arm
ARM
$164B
| $191M | 0.01% |
2,535,176
+2,294,307
| +953% | +$172M |
|
1188
Transocean
RIG
$3.07B
| $190M | 0.01% |
29,976,826
+14,402,294
| +92% | +$91.5M |
|
1189
iShares Europe ETF
IEV
$2.35B
| $190M | 0.01% |
3,600,104
+1,821,049
| +102% | +$96.3M |
|
1190
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $190M | 0.01% |
20,801,804
+10,455,805
| +101% | +$95.3M |
|
|
DNB
1191
DELISTED
Dun & Bradstreet
DNB
| $189M | 0.01% |
16,183,456
+15,237,727
| +1,611% | +$178M |
|
1192
Gen Digital
GEN
$18.3B
| $189M | 0.01% |
8,296,892
+4,330,416
| +109% | +$98.8M |
|
1193
iShares US Energy ETF
IYE
$1.16B
| $189M | 0.01% |
4,286,416
+1,984,125
| +86% | +$87.5M |
|
1194
Pacer Trendpilot 100 ETF
PTNQ
$1.26B
| $189M | 0.01% |
2,892,254
+1,778,150
| +160% | +$116M |
|
1195
iShares Morningstar Growth ETF
ILCG
$3B
| $188M | 0.01% |
2,778,458
+1,432,188
| +106% | +$97.1M |
|
1196
H.B. Fuller
FUL
$3.44B
| $188M | 0.01% |
2,306,228
+1,436,512
| +165% | +$117M |
|
1197
FIVE9
FIVN
$2.02B
| $188M | 0.01% |
2,384,318
+1,983,025
| +494% | +$156M |
|
1198
JPMorgan US Quality Factor ETF
JQUA
$7.32B
| $187M | 0.01% |
3,917,158
+2,391,568
| +157% | +$114M |
|
1199
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
| $187M | 0.01% |
1,707,922
+717,288
| +72% | +$78.6M |
|
1200
Sprinklr
CXM
$1.93B
| $187M | 0.01% |
15,540,970
+13,303,515
| +595% | +$160M |
|