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 | |
|---|---|---|---|---|---|---|
1551
Bankunited
BKU
$2.89B
| $40.9M | 0.01% |
1,149,851
+612,630
| +114% | +$21.8M |
|
1552
Crane NXT
CXT
$3.46B
| $40.9M | 0.01% |
1,344,456
+535,040
| +66% | +$16.3M |
|
1553
Invesco Solar ETF
TAN
$734M
| $40.8M | 0.01% |
572,071
-15,302
| -3% | -$1.09M |
|
1554
iShares MSCI Hong Kong ETF
EWH
$738M
| $40.8M | 0.01% |
1,839,235
+296,379
| +19% | +$6.58M |
|
1555
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.09B
| $40.8M | 0.01% |
1,738,918
-65,117
| -4% | -$1.53M |
|
1556
Chunghwa Telecom
CHT
$34.9B
| $40.7M | 0.01% |
987,234
+969,480
| +5,461% | +$40M |
|
1557
Dolby
DLB
$6.87B
| $40.7M | 0.01% |
568,936
+456,766
| +407% | +$32.7M |
|
1558
ArcBest
ARCB
$1.62B
| $40.7M | 0.01% |
578,053
+121,152
| +27% | +$8.53M |
|
1559
IQ MacKay Municipal Insured ETF
MMIN
$343M
| $40.6M | 0.01% |
1,674,371
+269,912
| +19% | +$6.55M |
|
1560
Penske Automotive Group
PAG
$11.8B
| $40.6M | 0.01% |
387,315
+20,028
| +5% | +$2.1M |
|
1561
Spire
SR
$4.5B
| $40.5M | 0.01% |
544,535
+403,912
| +287% | +$30M |
|
1562
Portland General Electric
POR
$4.66B
| $40.4M | 0.01% |
836,545
+610,809
| +271% | +$29.5M |
|
1563
Graphic Packaging
GPK
$6.06B
| $40.4M | 0.01% |
1,969,942
+876,833
| +80% | +$18M |
|
1564
Fate Therapeutics
FATE
$109M
| $40.3M | 0.01% |
1,624,269
+392,467
| +32% | +$9.73M |
|
1565
Rogers Communications
RCI
$19.2B
| $40.2M | 0.01% |
840,269
+129,982
| +18% | +$6.23M |
|
1566
BJs Wholesale Club
BJ
$13.1B
| $40.1M | 0.01% |
643,908
-435,721
| -40% | -$27.2M |
|
1567
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$5.04B
| $40.1M | 0.01% |
972,500
+260,454
| +37% | +$10.7M |
|
1568
Healthcare Realty
HR
$6.37B
| $40M | 0.01% |
1,434,639
+332,141
| +30% | +$9.27M |
|
1569
JPMorgan BetaBuilders Japan ETF
BBJP
$14.3B
| $40M | 0.01% |
907,639
-32,509
| -3% | -$1.43M |
|
1570
iShares MSCI Global Metals & Mining Producers ETF
PICK
$850M
| $40M | 0.01% |
1,122,621
-33,898
| -3% | -$1.21M |
|
1571
Artivion
AORT
$1.89B
| $39.9M | 0.01% |
2,114,801
+278,862
| +15% | +$5.26M |
|
|
AEL
1572
DELISTED
American Equity Investment Life Holding Company
AEL
| $39.9M | 0.01% |
1,091,189
+704,654
| +182% | +$25.8M |
|
1573
Kilroy Realty
KRC
$5.11B
| $39.8M | 0.01% |
761,269
-330,688
| -30% | -$17.3M |
|
1574
Granite Construction
GVA
$4.82B
| $39.8M | 0.01% |
1,366,957
-66,731
| -5% | -$1.94M |
|
1575
SentinelOne
S
$6.18B
| $39.8M | 0.01% |
1,703,837
-1,623,791
| -49% | -$37.9M |
|