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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Toll Brothers
TOL
$13.8B
| $46.3M | 0.01% |
1,038,664
-325,780
| -24% | -$14.5M |
|
1427
BioCryst Pharmaceuticals
BCRX
$1.66B
| $46.3M | 0.01% |
4,375,569
+3,665,522
| +516% | +$38.8M |
|
1428
Calamos Strategic Total Return Fund
CSQ
$3.07B
| $46.2M | 0.01% |
3,527,700
-275,221
| -7% | -$3.61M |
|
1429
Mitsubishi UFJ Financial
MUFG
$177B
| $46.2M | 0.01% |
8,646,581
+8,637,508
| +95,200% | +$46.1M |
|
1430
Invesco Large Cap Growth ETF
PWB
$1.62B
| $46M | 0.01% |
784,828
-134,832
| -15% | -$7.91M |
|
1431
Franklin US Low Volatility High Dividend Index ETF
LVHD
$594M
| $45.9M | 0.01% |
1,218,985
+35,354
| +3% | +$1.33M |
|
1432
Global E Online
GLBE
$6.06B
| $45.9M | 0.01% |
2,275,940
+1,069,478
| +89% | +$21.6M |
|
1433
Icahn Enterprises
IEP
$4.67B
| $45.7M | 0.01% |
949,972
+452,089
| +91% | +$21.8M |
|
1434
Reinsurance Group of America
RGA
$12.7B
| $45.7M | 0.01% |
389,308
+245,089
| +170% | +$28.7M |
|
1435
Wipro
WIT
$29B
| $45.6M | 0.01% |
17,158,496
+11,141,730
| +185% | +$29.6M |
|
1436
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $45.5M | 0.01% |
1,083,658
-84,853
| -7% | -$3.56M |
|
1437
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
| $45.5M | 0.01% |
541,900
-64,385
| -11% | -$5.41M |
|
1438
Kite Realty
KRG
$4.95B
| $45.5M | 0.01% |
2,630,158
+92,098
| +4% | +$1.59M |
|
1439
Brookfield Renewable
BEP
$7.19B
| $45.3M | 0.01% |
1,302,279
+39,621
| +3% | +$1.38M |
|
|
CCMP
1440
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $45.3M | 0.01% |
259,473
-48,868
| -16% | -$8.53M |
|
1441
Schwab Fundamental US Large Company Index ETF
FNDX
$20.1B
| $45.3M | 0.01% |
2,668,137
-181,296
| -6% | -$3.08M |
|
1442
WisdomTree US High Dividend Fund
DHS
$1.3B
| $45.2M | 0.01% |
549,838
+170,509
| +45% | +$14M |
|
1443
iShares US Telecommunications ETF
IYZ
$607M
| $45.2M | 0.01% |
1,797,323
+418,108
| +30% | +$10.5M |
|
1444
iShares Global Healthcare ETF
IXJ
$3.84B
| $45.2M | 0.01% |
556,573
+21,694
| +4% | +$1.76M |
|
1445
Guidewire Software
GWRE
$21.4B
| $45.1M | 0.01% |
634,924
+486,080
| +327% | +$34.5M |
|
1446
AptarGroup
ATR
$8.91B
| $45.1M | 0.01% |
436,567
+355,307
| +437% | +$36.7M |
|
1447
Nokia
NOK
$24.3B
| $45.1M | 0.01% |
9,772,498
+5,809,139
| +147% | +$26.8M |
|
1448
Commercial Metals
CMC
$6.47B
| $45M | 0.01% |
1,359,699
+832,797
| +158% | +$27.6M |
|
1449
EastGroup Properties
EGP
$8.9B
| $45M | 0.01% |
291,388
+132,175
| +83% | +$20.4M |
|
1450
Rithm Capital
RITM
$6.57B
| $44.9M | 0.01% |
4,819,629
+932,530
| +24% | +$8.69M |
|