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 | |
|---|---|---|---|---|---|---|
1201
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
| $187M | 0.01% |
4,561,988
+2,285,782
| +100% | +$93.6M |
|
1202
Ingredion
INGR
$8.13B
| $186M | 0.01% |
1,717,374
+882,039
| +106% | +$95.7M |
|
1203
JPMorgan BetaBuilders Japan ETF
BBJP
$14.3B
| $186M | 0.01% |
3,546,448
+1,858,523
| +110% | +$97.6M |
|
1204
RenaissanceRe
RNR
$11.5B
| $186M | 0.01% |
950,278
+523,898
| +123% | +$103M |
|
1205
Canadian Imperial Bank of Commerce
CM
$73.8B
| $185M | 0.01% |
3,848,694
+2,140,510
| +125% | +$103M |
|
1206
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$703M
| $185M | 0.01% |
4,898,814
+2,958,633
| +152% | +$112M |
|
1207
ORIX
IX
$30.1B
| $185M | 0.01% |
9,897,960
+4,965,525
| +101% | +$92.7M |
|
1208
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.27B
| $185M | 0.01% |
5,916,916
+3,626,344
| +158% | +$113M |
|
1209
New York Times
NYT
$9.53B
| $185M | 0.01% |
3,771,624
+1,743,537
| +86% | +$85.4M |
|
1210
Lincoln Electric
LECO
$13.4B
| $185M | 0.01% |
848,926
+448,152
| +112% | +$97.5M |
|
1211
SPDR S&P Aerospace & Defense ETF
XAR
$4.05B
| $184M | 0.01% |
1,360,714
+755,852
| +125% | +$102M |
|
1212
WisdomTree India Earnings Fund ETF
EPI
$2.94B
| $184M | 0.01% |
4,490,458
+2,577,917
| +135% | +$106M |
|
1213
Columbia EM Core ex-China ETF
XCEM
$1.23B
| $184M | 0.01% |
6,076,558
+3,765,309
| +163% | +$114M |
|
1214
Darling Ingredients
DAR
$5.03B
| $184M | 0.01% |
3,689,394
+2,615,239
| +243% | +$130M |
|
1215
Penumbra
PEN
$10.8B
| $184M | 0.01% |
730,048
+376,363
| +106% | +$94.7M |
|
1216
Applovin
APP
$194B
| $183M | 0.01% |
4,601,176
+2,704,600
| +143% | +$108M |
|
|
JKS
1217
JinkoSolar
JKS
$1.23B
| $183M | 0.01% |
4,962,736
+2,936,734
| +145% | +$108M |
|
1218
iShares Global Clean Energy ETF
ICLN
$1.59B
| $183M | 0.01% |
11,768,068
+7,182,711
| +157% | +$112M |
|
1219
Bloom Energy
BE
$15.8B
| $183M | 0.01% |
12,376,696
+7,355,335
| +146% | +$109M |
|
1220
SPDR S&P Homebuilders ETF
XHB
$1.96B
| $183M | 0.01% |
1,912,122
-858,230
| -31% | -$82.1M |
|
1221
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$340M
| $182M | 0.01% |
3,093,628
+1,335,984
| +76% | +$78.8M |
|
1222
Invesco S&P MidCap Quality ETF
XMHQ
$5.17B
| $182M | 0.01% |
2,055,104
+1,261,040
| +159% | +$112M |
|
1223
Mohawk Industries
MHK
$8.66B
| $182M | 0.01% |
1,757,006
+1,118,474
| +175% | +$116M |
|
1224
BioMarin Pharmaceuticals
BMRN
$10.7B
| $181M | 0.01% |
1,880,744
+1,119,237
| +147% | +$108M |
|
1225
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$940M
| $181M | 0.01% |
2,478,914
+1,207,548
| +95% | +$88.3M |
|