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 | |
|---|---|---|---|---|---|---|
1351
James Hardie Industries plc
JHX
$11.6B
| $153M | 0.01% |
3,962,356
+1,766,482
| +80% | +$68.3M |
|
|
SWAV
1352
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $153M | 0.01% |
802,770
+372,275
| +86% | +$70.9M |
|
1353
Steven Madden
SHOO
$2.22B
| $153M | 0.01% |
3,640,536
+2,506,659
| +221% | +$105M |
|
1354
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$738M
| $152M | 0.01% |
2,688,890
+1,142,638
| +74% | +$64.6M |
|
1355
Fabrinet
FN
$12.9B
| $152M | 0.01% |
797,112
+412,223
| +107% | +$78.5M |
|
1356
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.29B
| $151M | 0.01% |
3,578,208
+1,799,407
| +101% | +$76M |
|
1357
Macy's
M
$4.67B
| $151M | 0.01% |
7,495,934
+3,398,734
| +83% | +$68.4M |
|
1358
Telefonica
TEF
$30.3B
| $151M | 0.01% |
38,613,134
+18,503,119
| +92% | +$72.2M |
|
1359
AllianceBernstein
AB
$4.17B
| $150M | 0.01% |
4,843,598
+3,134,945
| +183% | +$97.3M |
|
1360
Global X US Preferred ETF
PFFD
$2.38B
| $150M | 0.01% |
7,733,318
+4,223,777
| +120% | +$81.9M |
|
1361
Invesco Water Resources ETF
PHO
$2.25B
| $150M | 0.01% |
2,463,038
+1,245,621
| +102% | +$75.8M |
|
|
CTLT
1362
DELISTED
CATALENT, INC.
CTLT
| $150M | 0.01% |
3,332,218
+1,098,924
| +49% | +$49.4M |
|
1363
Sanmina
SANM
$6.53B
| $149M | 0.01% |
2,901,540
+1,765,711
| +155% | +$90.7M |
|
1364
Newell Brands
NWL
$2.55B
| $149M | 0.01% |
17,161,016
+10,828,736
| +171% | +$94M |
|
1365
Universal Health Services
UHS
$11.8B
| $149M | 0.01% |
976,606
+613,455
| +169% | +$93.5M |
|
1366
Invesco International Dividend Achievers ETF
PID
$872M
| $149M | 0.01% |
8,048,680
+3,670,809
| +84% | +$67.8M |
|
1367
Kohl's
KSS
$1.8B
| $148M | 0.01% |
5,172,098
+2,957,911
| +134% | +$84.8M |
|
|
CNR
1368
Core Natural Resources, Inc.
CNR
$3.74B
| $148M | 0.01% |
1,474,002
+936,310
| +174% | +$94.1M |
|
1369
Group 1 Automotive
GPI
$6.09B
| $148M | 0.01% |
485,808
+262,845
| +118% | +$80.1M |
|
1370
AvidXchange
AVDX
$2.06B
| $148M | 0.01% |
11,945,506
+10,051,263
| +531% | +$125M |
|
1371
Philips
PHG
$27.2B
| $148M | 0.01% |
6,832,717
+3,966,922
| +138% | +$85.9M |
|
1372
Brunswick
BC
$4.36B
| $147M | 0.01% |
1,523,508
+662,312
| +77% | +$64.1M |
|
1373
Patterson-UTI
PTEN
$2.14B
| $147M | 0.01% |
13,627,958
+7,785,519
| +133% | +$84.1M |
|
1374
Diodes
DIOD
$2.44B
| $146M | 0.01% |
1,816,766
+1,361,598
| +299% | +$110M |
|
1375
Kontoor Brands
KTB
$4.67B
| $146M | 0.01% |
2,340,106
+1,166,792
| +99% | +$72.8M |
|