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 | |
|---|---|---|---|---|---|---|
1626
Ionis Pharmaceuticals
IONS
$10.1B
| $110M | ﹤0.01% |
2,180,526
+1,147,122
| +111% | +$58M |
|
1627
iShares Global 100 ETF
IOO
$7.17B
| $110M | ﹤0.01% |
1,369,638
+717,075
| +110% | +$57.7M |
|
|
WIW
1628
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$545M
| $110M | ﹤0.01% |
12,711,076
+6,196,811
| +95% | +$53.7M |
|
1629
Saic
SAIC
$4.9B
| $110M | ﹤0.01% |
886,416
+401,316
| +83% | +$49.9M |
|
|
XIFR
1630
XPLR Infrastructure, LP
XIFR
$947M
| $110M | ﹤0.01% |
3,616,016
+2,155,038
| +148% | +$65.5M |
|
1631
Western Midstream Partners
WES
$14.6B
| $110M | ﹤0.01% |
3,755,890
+1,657,599
| +79% | +$48.5M |
|
1632
Arcosa
ACA
$4.67B
| $110M | ﹤0.01% |
1,327,816
+646,829
| +95% | +$53.5M |
|
1633
Huntsman Corp
HUN
$1.89B
| $110M | ﹤0.01% |
4,364,394
+1,586,060
| +57% | +$39.9M |
|
1634
iShares Morningstar Mid-Cap Value ETF
IMCV
$834M
| $110M | ﹤0.01% |
1,619,372
+838,590
| +107% | +$56.8M |
|
|
AOMR
1635
Angel Oak Mortgage REIT
AOMR
$232M
| $110M | ﹤0.01% |
10,344,146
+5,172,074
| +100% | +$54.8M |
|
1636
iShares Dow Jones US ETF
IYY
$2.63B
| $109M | ﹤0.01% |
939,130
+467,844
| +99% | +$54.5M |
|
1637
Organogenesis Holdings
ORGO
$625M
| $109M | ﹤0.01% |
26,755,512
+19,814,968
| +285% | +$81M |
|
1638
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.92B
| $109M | ﹤0.01% |
1,696,452
+936,244
| +123% | +$60.3M |
|
1639
Skyward Specialty Insurance
SKWD
$1.87B
| $109M | ﹤0.01% |
3,223,528
+2,442,329
| +313% | +$82.7M |
|
1640
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.14B
| $109M | ﹤0.01% |
2,301,288
+1,259,852
| +121% | +$59.7M |
|
1641
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$4.99B
| $109M | ﹤0.01% |
90,992
+30,679
| +51% | +$36.8M |
|
1642
POSCO
PKX
$15.3B
| $109M | ﹤0.01% |
1,146,202
+565,172
| +97% | +$53.8M |
|
1643
MasterBrand
MBC
$1.71B
| $109M | ﹤0.01% |
7,340,400
+3,815,740
| +108% | +$56.7M |
|
1644
EnerSys
ENS
$4B
| $109M | ﹤0.01% |
1,076,980
+836,465
| +348% | +$84.4M |
|
1645
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.72B
| $109M | ﹤0.01% |
4,289,146
+2,078,145
| +94% | +$52.7M |
|
1646
Annaly Capital Management
NLY
$14.1B
| $109M | ﹤0.01% |
5,606,100
+2,227,899
| +66% | +$43.2M |
|
1647
HUB Group
HUBG
$2.2B
| $108M | ﹤0.01% |
2,358,316
+1,337,348
| +131% | +$61.5M |
|
1648
Urban Edge Properties
UE
$2.66B
| $108M | ﹤0.01% |
5,907,144
+4,192,504
| +245% | +$76.7M |
|
1649
Assured Guaranty
AGO
$3.93B
| $108M | ﹤0.01% |
1,441,404
+781,021
| +118% | +$58.4M |
|
1650
UFP Industries
UFPI
$5.78B
| $108M | ﹤0.01% |
859,018
+467,488
| +119% | +$58.7M |
|