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 | |
|---|---|---|---|---|---|---|
1476
Wingstop
WING
$7.43B
| $129M | 0.01% |
504,336
+86,023
| +21% | +$22.1M |
|
1477
Brady Corp
BRC
$3.74B
| $129M | 0.01% |
2,203,298
+1,412,728
| +179% | +$82.9M |
|
1478
CryoPort
CYRX
$433M
| $129M | 0.01% |
8,343,070
+6,817,991
| +447% | +$106M |
|
1479
Agree Realty
ADC
$8.09B
| $129M | 0.01% |
2,042,210
+1,152,306
| +129% | +$72.5M |
|
1480
Academy Sports + Outdoors
ASO
$3.1B
| $128M | 0.01% |
1,944,764
+804,110
| +70% | +$53.1M |
|
1481
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $128M | 0.01% |
1,693,036
+890,515
| +111% | +$67.5M |
|
1482
TFI International
TFII
$7.77B
| $128M | 0.01% |
942,936
+210,881
| +29% | +$28.7M |
|
1483
XP
XP
$9.94B
| $128M | 0.01% |
4,909,134
+3,027,906
| +161% | +$78.9M |
|
1484
VanEck High Yield Muni ETF
HYD
$3.37B
| $128M | 0.01% |
2,477,186
+1,692,438
| +216% | +$87.4M |
|
1485
Post Holdings
POST
$5.7B
| $128M | 0.01% |
1,449,240
+1,147,334
| +380% | +$101M |
|
1486
Extreme Networks
EXTR
$2.95B
| $128M | 0.01% |
7,234,536
+4,875,806
| +207% | +$86M |
|
1487
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.12B
| $128M | 0.01% |
6,032,004
+3,119,984
| +107% | +$66M |
|
1488
Schrodinger
SDGR
$1.37B
| $127M | 0.01% |
3,560,394
+2,071,963
| +139% | +$74.2M |
|
|
WDI
1489
Western Asset Diversified Income Fund
WDI
$790M
| $127M | 0.01% |
9,038,282
+4,338,249
| +92% | +$61.2M |
|
1490
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $127M | 0.01% |
3,855,692
+1,669,809
| +76% | +$55.2M |
|
1491
Franklin Electric
FELE
$4.21B
| $127M | 0.01% |
1,315,868
+726,662
| +123% | +$70.2M |
|
1492
SPDR Portfolio High Yield Bond ETF
SPHY
$9.14B
| $127M | 0.01% |
5,434,576
+3,583,937
| +194% | +$83.8M |
|
1493
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$430M
| $127M | 0.01% |
2,480,672
+1,033,608
| +71% | +$52.9M |
|
1494
Omega Healthcare
OHI
$12.5B
| $127M | 0.01% |
4,129,368
+1,719,734
| +71% | +$52.7M |
|
1495
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $126M | 0.01% |
7,219,970
+4,210,561
| +140% | +$73.7M |
|
1496
Universal Display
OLED
$6.49B
| $126M | 0.01% |
660,974
+342,432
| +107% | +$65.5M |
|
1497
Mine Safety
MSA
$6.63B
| $126M | 0.01% |
748,226
+420,032
| +128% | +$70.9M |
|
1498
XPeng
XPEV
$19.9B
| $126M | 0.01% |
8,655,810
+3,846,850
| +80% | +$56.1M |
|
1499
Kayne Anderson Energy Infrastructure Fund
KYN
$2.06B
| $126M | 0.01% |
14,346,314
+8,671,609
| +153% | +$76.1M |
|
1500
Helmerich & Payne
HP
$2.1B
| $126M | 0.01% |
3,475,866
+1,961,807
| +130% | +$71.1M |
|