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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1426
FMC
FMC
$1.64B
| $97.4M | 0.01% |
2,895,906
-675,111
|
|
||
1427
Ryman Hospitality Properties
RHP
$6.17B
| $97.2M | 0.01% |
1,084,400
+399,114
|
|
||
1428
Qualys
QLYS
$5.47B
| $96.8M | 0.01% |
731,570
-212,528
|
|
||
1429
EchoStar
SATS
$29.9B
| $96.8M | 0.01% |
1,267,049
-183,007
|
|
||
1430
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$966M
| $96.7M | 0.01% |
1,100,543
-32,510
|
|
||
1431
MACOM Technology Solutions
MTSI
$13.3B
| $96.7M | 0.01% |
777,067
+404,498
|
|
||
1432
Doximity
DOCS
$8.26B
| $96.6M | 0.01% |
1,320,299
+18,865
|
|
||
1433
iShares US Financial Services ETF
IYG
$2.07B
| $96.4M | 0.01% |
1,075,795
+14,438
|
|
||
1434
Invesco FTSE RAFI US 1000 ETF
PRF
$8.6B
| $96.4M | 0.01% |
2,132,498
-19,574
|
|
||
1435
Gildan
GIL
$11.2B
| $96.2M | 0.01% |
1,665,086
-267,891
|
|
||
1436
US Physical Therapy
USPH
$1.23B
| $96.2M | 0.01% |
1,132,817
+84,912
|
|
||
1437
BBB Foods
TBBB
$3.79B
| $96.2M | 0.01% |
3,569,073
+122,775
|
|
||
1438
MarketAxess Holdings
MKTX
$6.65B
| $95.7M | 0.01% |
549,023
+124,216
|
|
||
1439
Crane Co
CR
$11B
| $95.5M | 0.01% |
518,893
+19,074
|
|
||
1440
Pan American Silver
PAAS
$20.8B
| $95.4M | 0.01% |
2,464,250
-195,555
|
|
||
1441
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.99B
| $95.4M | 0.01% |
1,032,515
-2,386
|
|
||
1442
Kadant
KAI
$3.44B
| $95.4M | 0.01% |
320,454
-60,816
|
|
||
1443
iShares MSCI United Kingdom ETF
EWU
$2.79B
| $95.3M | 0.01% |
2,270,400
+188,071
|
|
||
1444
Logitech
LOGI
$16.6B
| $95.1M | 0.01% |
867,488
+321,141
|
|
||
1445
UGI
UGI
$8.2B
| $95.1M | 0.01% |
2,860,349
-50,625
|
|
||
1446
iShares MSCI Germany ETF
EWG
$1.74B
| $95.1M | 0.01% |
2,284,863
-469,266
|
|
||
1447
RBC Bearings
RBC
$14.5B
| $95.1M | 0.01% |
243,542
+23,767
|
|
||
1448
Penske Automotive Group
PAG
$11B
| $95M | 0.01% |
546,449
+27,959
|
|
||
1449
Artivion
AORT
$2.14B
| $94.8M | 0.01% |
2,238,494
-80,166
|
|
||
1450
Ryanair
RYAAY
$37.4B
| $94.7M | 0.01% |
1,572,418
+983,659
|
|