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 | |
|---|---|---|---|---|---|---|
1526
Badger Meter
BMI
$5.24B
| $122M | 0.01% |
793,196
+434,139
| +121% | +$67M |
|
1527
First Trust Nasdaq Semiconductor ETF
FTXL
$310M
| $122M | 0.01% |
1,499,936
+660,246
| +79% | +$53.8M |
|
|
JOYY
1528
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $122M | 0.01% |
3,080,086
+1,905,752
| +162% | +$75.7M |
|
1529
Madison Square Garden
MSGS
$5.12B
| $122M | 0.01% |
671,384
+334,971
| +100% | +$60.9M |
|
1530
iShares Morningstar Mid-Cap ETF
IMCB
$1.19B
| $122M | 0.01% |
1,818,148
+918,142
| +102% | +$61.6M |
|
1531
First Trust US Equity Opportunities ETF
FPX
$1.09B
| $122M | 0.01% |
1,269,496
+613,520
| +94% | +$58.8M |
|
1532
Ciena
CIEN
$18.6B
| $122M | 0.01% |
2,701,700
+1,319,330
| +95% | +$59.4M |
|
1533
Axcelis
ACLS
$2.69B
| $121M | 0.01% |
935,648
+603,070
| +181% | +$78.2M |
|
1534
Kornit Digital
KRNT
$647M
| $121M | 0.01% |
6,310,496
+3,494,023
| +124% | +$66.9M |
|
1535
Churchill Downs
CHDN
$6.75B
| $121M | 0.01% |
894,812
+470,883
| +111% | +$63.5M |
|
1536
ITT
ITT
$13.8B
| $121M | 0.01% |
1,011,390
+500,255
| +98% | +$59.7M |
|
1537
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $121M | 0.01% |
2,352,816
+1,078,553
| +85% | +$55.3M |
|
1538
iShares US Financial Services ETF
IYG
$1.93B
| $120M | 0.01% |
2,016,468
+981,510
| +95% | +$58.6M |
|
1539
Matador Resources
MTDR
$5.93B
| $120M | 0.01% |
2,118,038
+1,218,506
| +135% | +$69.3M |
|
1540
VanEck Oil Services ETF
OIH
$850M
| $120M | 0.01% |
389,036
+106,462
| +38% | +$33M |
|
1541
Flex
FLEX
$21.4B
| $120M | 0.01% |
5,237,839
+1,046,805
| +25% | +$24M |
|
|
AZPN
1542
DELISTED
Aspen Technology Inc
AZPN
| $120M | 0.01% |
545,734
+302,038
| +124% | +$66.5M |
|
1543
AppFolio
APPF
$9.9B
| $120M | 0.01% |
692,258
+485,455
| +235% | +$84.1M |
|
1544
Pinnacle Financial Partners
PNFP
$7.55B
| $120M | 0.01% |
1,373,994
+714,292
| +108% | +$62.3M |
|
1545
Synovus
SNV
$7.18B
| $120M | 0.01% |
3,180,106
+1,399,830
| +79% | +$52.7M |
|
1546
Rogers Corp
ROG
$1.47B
| $120M | 0.01% |
906,176
+539,517
| +147% | +$71.3M |
|
1547
Itaú Unibanco
ITUB
$75B
| $120M | 0.01% |
18,916,429
+14,422,199
| +321% | +$91.1M |
|
1548
Global X Uranium ETF
URA
$4.29B
| $119M | 0.01% |
4,306,990
+1,880,719
| +78% | +$52.1M |
|
|
RCM
1549
DELISTED
R1 RCM Inc. Common Stock
RCM
| $119M | 0.01% |
11,259,396
+4,462,268
| +66% | +$47.2M |
|
1550
Tenet Healthcare
THC
$17B
| $119M | 0.01% |
1,572,566
+983,989
| +167% | +$74.4M |
|