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 | |
|---|---|---|---|---|---|---|
1451
ZTO Express
ZTO
$15.3B
| $133M | 0.01% |
6,266,406
+451,034
| +8% | +$9.6M |
|
1452
OGE Energy
OGE
$8.97B
| $133M | 0.01% |
3,816,454
+1,946,966
| +104% | +$68M |
|
1453
Credo Technology Group
CRDO
$27.9B
| $133M | 0.01% |
6,830,846
+5,641,924
| +475% | +$110M |
|
1454
Guardant Health
GH
$6.82B
| $133M | 0.01% |
4,916,564
+2,760,884
| +128% | +$74.7M |
|
1455
Meritage Homes
MTH
$5.62B
| $133M | 0.01% |
1,524,576
+817,618
| +116% | +$71.2M |
|
1456
Prudential
PUK
$35.5B
| $133M | 0.01% |
5,909,058
+3,675,699
| +165% | +$82.5M |
|
1457
BioNTech
BNTX
$23B
| $133M | 0.01% |
1,256,502
+675,792
| +116% | +$71.3M |
|
1458
Rambus
RMBS
$9.25B
| $132M | 0.01% |
1,940,778
+890,741
| +85% | +$60.8M |
|
1459
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| $132M | 0.01% |
4,586,008
+2,176,372
| +90% | +$62.6M |
|
1460
Blue Owl Capital
OWL
$12.2B
| $132M | 0.01% |
8,852,642
+5,199,006
| +142% | +$77.5M |
|
1461
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
| $132M | 0.01% |
5,439,240
+3,072,052
| +130% | +$74.4M |
|
1462
BlackRock Taxable Municipal Bond Trust
BBN
$1.02B
| $132M | 0.01% |
8,101,490
+4,630,651
| +133% | +$75.3M |
|
1463
Mitsubishi UFJ Financial
MUFG
$177B
| $132M | 0.01% |
15,291,866
+7,551,436
| +98% | +$65M |
|
1464
Flowers Foods
FLO
$2.92B
| $132M | 0.01% |
5,845,292
+3,688,041
| +171% | +$83M |
|
1465
Webster Financial
WBS
$10.2B
| $131M | 0.01% |
2,587,294
+1,109,486
| +75% | +$56.3M |
|
1466
WD-40
WDFC
$2.86B
| $131M | 0.01% |
548,512
+234,668
| +75% | +$56.1M |
|
1467
Hawaiian Electric Industries
HE
$2.09B
| $131M | 0.01% |
9,238,068
+7,026,418
| +318% | +$99.7M |
|
1468
McGrath RentCorp
MGRC
$3.01B
| $131M | 0.01% |
1,094,218
+631,891
| +137% | +$75.6M |
|
1469
Fortrea Holdings
FTRE
$919M
| $131M | 0.01% |
3,748,580
+1,968,743
| +111% | +$68.7M |
|
1470
Nuveen Credit Strategies Income Fund
JQC
$749M
| $131M | 0.01% |
25,005,586
+10,221,268
| +69% | +$53.4M |
|
1471
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.04B
| $130M | 0.01% |
6,304,014
+3,692,381
| +141% | +$76.4M |
|
|
GAP
1472
The Gap, Inc.
GAP
$8.39B
| $130M | 0.01% |
6,234,432
+1,367,931
| +28% | +$28.6M |
|
1473
Penske Automotive Group
PAG
$11.9B
| $130M | 0.01% |
809,662
+428,444
| +112% | +$68.8M |
|
1474
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
| $130M | 0.01% |
5,676,892
+5,477,449
| +2,746% | +$125M |
|
1475
Goodyear
GT
$2.44B
| $130M | 0.01% |
9,051,846
+4,765,526
| +111% | +$68.2M |
|