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 | |
|---|---|---|---|---|---|---|
1651
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.1B
| $108M | ﹤0.01% |
4,298,354
+2,452,562
| +133% | +$61.5M |
|
1652
Telus
TU
$24.3B
| $108M | ﹤0.01% |
6,053,520
+3,250,942
| +116% | +$57.8M |
|
1653
Unifirst Corp
UNF
$3.18B
| $108M | ﹤0.01% |
588,332
+341,370
| +138% | +$62.4M |
|
1654
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
| $108M | ﹤0.01% |
8,786,788
+4,885,008
| +125% | +$59.8M |
|
1655
Bruker
BRKR
$4.69B
| $107M | ﹤0.01% |
1,461,588
+708,619
| +94% | +$52.1M |
|
1656
Masimo
MASI
$8.01B
| $107M | ﹤0.01% |
916,048
+414,144
| +83% | +$48.5M |
|
1657
Legend Biotech
LEGN
$6.11B
| $107M | ﹤0.01% |
1,780,974
+983,329
| +123% | +$59.2M |
|
1658
Sprott Physical Gold and Silver Trust
CEF
$6.61B
| $107M | ﹤0.01% |
5,576,762
+3,023,980
| +118% | +$57.9M |
|
1659
Smith & Nephew
SNN
$16.4B
| $106M | ﹤0.01% |
3,903,702
+2,008,271
| +106% | +$54.8M |
|
1660
Haleon
HLN
$43.9B
| $106M | ﹤0.01% |
12,937,414
+6,727,961
| +108% | +$55.4M |
|
1661
Celestica
CLS
$27.8B
| $106M | ﹤0.01% |
3,631,288
+1,652,800
| +84% | +$48.4M |
|
1662
Americold
COLD
$3.93B
| $106M | ﹤0.01% |
3,512,320
+1,514,413
| +76% | +$45.8M |
|
1663
Terex
TEX
$3.46B
| $106M | ﹤0.01% |
1,849,696
+1,147,444
| +163% | +$65.9M |
|
1664
Crane Co
CR
$10.5B
| $106M | ﹤0.01% |
897,170
+472,648
| +111% | +$55.8M |
|
1665
Vanguard Materials ETF
VAW
$2.89B
| $106M | ﹤0.01% |
557,246
+254,512
| +84% | +$48.3M |
|
1666
Global X Emerging Markets Great Consumer ETF
EMC
$86.2M
| $106M | ﹤0.01% |
4,163,424
+1,239,467
| +42% | +$31.5M |
|
1667
dLocal
DLO
$4.03B
| $106M | ﹤0.01% |
5,968,446
+2,865,180
| +92% | +$50.7M |
|
1668
Onto Innovation
ONTO
$5.44B
| $105M | ﹤0.01% |
689,084
+265,064
| +63% | +$40.5M |
|
1669
Glaukos
GKOS
$4.75B
| $105M | ﹤0.01% |
1,324,512
+594,242
| +81% | +$47.2M |
|
1670
Clean Harbors
CLH
$12.7B
| $105M | ﹤0.01% |
603,230
+311,350
| +107% | +$54.3M |
|
1671
HealthEquity
HQY
$7.97B
| $105M | ﹤0.01% |
1,585,668
+884,652
| +126% | +$58.7M |
|
1672
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $105M | ﹤0.01% |
1,394,138
+660,820
| +90% | +$49.8M |
|
1673
Saia
SAIA
$8.33B
| $105M | ﹤0.01% |
239,770
+116,389
| +94% | +$51M |
|
1674
ARK Genomic Revolution ETF
ARKG
$1.04B
| $105M | ﹤0.01% |
3,198,890
-8,089
| -0.3% | -$265K |
|
1675
Turkcell
TKC
$4.86B
| $105M | ﹤0.01% |
21,750,486
+10,463,455
| +93% | +$50.3M |
|