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 | |
|---|---|---|---|---|---|---|
1326
Artisan Partners
APAM
$3.27B
| $159M | 0.01% |
3,598,940
+1,861,673
| +107% | +$82.2M |
|
1327
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.48B
| $158M | 0.01% |
4,042,736
+1,410,279
| +54% | +$55.3M |
|
1328
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.33B
| $158M | 0.01% |
2,736,064
+1,989,742
| +267% | +$115M |
|
1329
Silicon Laboratories
SLAB
$4.34B
| $158M | 0.01% |
1,191,178
+780,571
| +190% | +$103M |
|
1330
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $158M | 0.01% |
1,662,624
+522,644
| +46% | +$49.5M |
|
1331
iShares Global Tech ETF
IXN
$5.91B
| $157M | 0.01% |
2,309,036
+1,114,856
| +93% | +$76M |
|
1332
PVH
PVH
$3.93B
| $157M | 0.01% |
1,288,634
+599,391
| +87% | +$73.2M |
|
|
CMBT
1333
CMB.TECH NV
CMBT
$2.72B
| $157M | 0.01% |
8,945,976
+5,677,893
| +174% | +$99.9M |
|
1334
Advance Auto Parts
AAP
$3.55B
| $157M | 0.01% |
2,577,892
+1,464,202
| +131% | +$89.4M |
|
1335
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $157M | 0.01% |
4,425,080
+2,706,647
| +158% | +$95.8M |
|
1336
Mueller Industries
MLI
$10.8B
| $157M | 0.01% |
3,321,678
+1,855,022
| +126% | +$87.5M |
|
1337
ONE Gas
OGS
$4.5B
| $156M | 0.01% |
2,449,712
+655,293
| +37% | +$41.8M |
|
1338
UiPath
PATH
$6.25B
| $156M | 0.01% |
6,281,880
+1,623,005
| +35% | +$40.3M |
|
1339
Freshworks
FRSH
$3.76B
| $156M | 0.01% |
6,641,526
+2,652,620
| +66% | +$62.3M |
|
1340
Eagle Materials
EXP
$7.49B
| $155M | 0.01% |
765,324
+394,247
| +106% | +$80M |
|
1341
Intellia Therapeutics
NTLA
$1.23B
| $155M | 0.01% |
5,090,044
+1,999,103
| +65% | +$61M |
|
1342
Avantis US Equity ETF
AVUS
$9.64B
| $155M | 0.01% |
1,899,894
+1,239,123
| +188% | +$101M |
|
1343
Q2 Holdings
QTWO
$5.13B
| $155M | 0.01% |
3,567,908
+2,234,063
| +167% | +$97M |
|
1344
Fortis
FTS
$24.7B
| $155M | 0.01% |
3,764,046
+1,166,189
| +45% | +$48M |
|
1345
iShares MSCI Pacific ex Japan ETF
EPP
$1.87B
| $155M | 0.01% |
3,565,936
+1,607,476
| +82% | +$69.8M |
|
1346
Taylor Morrison
TMHC
$6.89B
| $154M | 0.01% |
2,885,328
+1,668,223
| +137% | +$89M |
|
1347
Invesco FTSE RAFI US 1000 ETF
PRF
$8.21B
| $154M | 0.01% |
4,368,154
+2,155,692
| +97% | +$75.9M |
|
1348
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.47B
| $154M | 0.01% |
1,789,752
+1,102,841
| +161% | +$94.7M |
|
1349
Hamilton Lane
HLNE
$6.55B
| $153M | 0.01% |
1,351,862
+735,062
| +119% | +$83.4M |
|
|
SWN
1350
DELISTED
Southwestern Energy Company
SWN
| $153M | 0.01% |
23,412,990
+15,408,113
| +192% | +$101M |
|