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 | |
|---|---|---|---|---|---|---|
1226
Applied Industrial Technologies
AIT
$10.2B
| $181M | 0.01% |
1,047,204
+567,144
| +118% | +$97.9M |
|
1227
First Citizens BancShares
FCNCA
$25.4B
| $180M | 0.01% |
126,982
+60,696
| +92% | +$86.1M |
|
1228
iShares MSCI Canada ETF
EWC
$3.28B
| $180M | 0.01% |
4,911,834
+1,761,870
| +56% | +$64.6M |
|
1229
Elanco Animal Health
ELAN
$9.33B
| $180M | 0.01% |
12,075,984
+7,927,179
| +191% | +$118M |
|
|
EMD
1230
Western Asset Emerging Markets Debt Fund
EMD
$609M
| $180M | 0.01% |
19,500,182
+7,919,120
| +68% | +$72.9M |
|
1231
WESCO International
WCC
$10.7B
| $180M | 0.01% |
1,032,680
+435,319
| +73% | +$75.7M |
|
1232
Toll Brothers
TOL
$14.2B
| $179M | 0.01% |
1,738,294
+445,853
| +34% | +$45.8M |
|
1233
Frontdoor
FTDR
$4.9B
| $178M | 0.01% |
5,065,844
+3,618,269
| +250% | +$127M |
|
1234
AutoNation
AN
$8.56B
| $178M | 0.01% |
1,184,786
+583,307
| +97% | +$87.6M |
|
|
ITCI
1235
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $178M | 0.01% |
2,484,040
+1,548,453
| +166% | +$111M |
|
1236
Honda
HMC
$44.3B
| $178M | 0.01% |
5,748,038
+2,671,087
| +87% | +$82.6M |
|
1237
Fidelity Total Bond ETF
FBND
$20.7B
| $177M | 0.01% |
3,853,484
+3,085,282
| +402% | +$142M |
|
1238
Barclays
BCS
$72.8B
| $177M | 0.01% |
22,495,402
+12,251,067
| +120% | +$96.5M |
|
1239
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.63B
| $177M | 0.01% |
4,267,934
+2,144,251
| +101% | +$88.8M |
|
1240
Invesco
IVZ
$10.1B
| $177M | 0.01% |
9,903,866
+4,495,000
| +83% | +$80.2M |
|
1241
Radian Group
RDN
$4.81B
| $177M | 0.01% |
6,187,438
+3,459,129
| +127% | +$98.8M |
|
1242
nVent Electric
NVT
$15.4B
| $177M | 0.01% |
2,989,298
+1,695,047
| +131% | +$100M |
|
|
ALTR
1243
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $177M | 0.01% |
2,098,938
+880,700
| +72% | +$74.1M |
|
|
EVV
1244
Eaton Vance Limited Duration Income Fund
EVV
$1.19B
| $176M | 0.01% |
18,378,686
+9,670,299
| +111% | +$92.6M |
|
1245
First Trust Cloud Computing ETF
SKYY
$3.25B
| $176M | 0.01% |
2,007,350
+1,097,767
| +121% | +$96.2M |
|
1246
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
| $176M | 0.01% |
7,982,066
+3,364,554
| +73% | +$74.2M |
|
1247
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $176M | 0.01% |
6,059,984
+524,451
| +9% | +$15.2M |
|
1248
Davis Select US Equity ETF
DUSA
$800M
| $176M | 0.01% |
4,981,072
+2,503,930
| +101% | +$88.3M |
|
1249
Celsius Holdings
CELH
$14.9B
| $175M | 0.01% |
3,218,728
+1,171,033
| +57% | +$63.8M |
|
1250
Lear
LEA
$5.81B
| $175M | 0.01% |
1,242,176
+711,018
| +134% | +$100M |
|