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 | |
|---|---|---|---|---|---|---|
1751
Novanta
NOVT
$4.12B
| $97.1M | ﹤0.01% |
576,502
+391,480
| +212% | +$65.9M |
|
1752
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.9B
| $97.1M | ﹤0.01% |
4,207,948
+3,020,489
| +254% | +$69.7M |
|
|
PGTI
1753
DELISTED
PGT, Inc.
PGTI
| $97.1M | ﹤0.01% |
2,384,830
+1,917,947
| +411% | +$78.1M |
|
|
MEGI
1754
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$756M
| $97M | ﹤0.01% |
7,476,202
+3,467,858
| +87% | +$45M |
|
1755
Stepan Co
SCL
$1.09B
| $97M | ﹤0.01% |
1,025,948
+561,908
| +121% | +$53.1M |
|
1756
WisdomTree US LargeCap Fund
EPS
$1.25B
| $96.9M | ﹤0.01% |
1,933,706
+696,606
| +56% | +$34.9M |
|
1757
Leggett & Platt
LEG
$1.3B
| $96.8M | ﹤0.01% |
3,698,154
+1,884,314
| +104% | +$49.3M |
|
1758
Installed Building Products
IBP
$7.27B
| $96.7M | ﹤0.01% |
528,814
+261,725
| +98% | +$47.8M |
|
1759
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $96.6M | ﹤0.01% |
4,133,652
+2,217,570
| +116% | +$51.8M |
|
1760
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $96.6M | ﹤0.01% |
3,156,320
+612,994
| +24% | +$18.8M |
|
1761
American States Water
AWR
$2.82B
| $96.5M | ﹤0.01% |
1,199,558
+670,480
| +127% | +$53.9M |
|
1762
Coherent
COHR
$16B
| $96.5M | ﹤0.01% |
2,215,956
-497,493
| -18% | -$21.7M |
|
|
FTHY
1763
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$541M
| $96.4M | ﹤0.01% |
6,923,372
+3,440,737
| +99% | +$47.9M |
|
1764
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
| $96.3M | ﹤0.01% |
3,854,686
+1,937,351
| +101% | +$48.4M |
|
1765
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$665M
| $96.2M | ﹤0.01% |
1,463,694
+787,964
| +117% | +$51.8M |
|
1766
Hanover Insurance
THG
$6.45B
| $96.1M | ﹤0.01% |
791,664
+361,019
| +84% | +$43.8M |
|
1767
Walker & Dunlop
WD
$2.93B
| $96M | ﹤0.01% |
864,912
+478,845
| +124% | +$53.2M |
|
1768
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.08B
| $95.8M | ﹤0.01% |
3,961,974
+1,752,639
| +79% | +$42.4M |
|
1769
iShares US Oil & Gas Exploration & Production ETF
IEO
$469M
| $95.8M | ﹤0.01% |
1,027,992
+321,944
| +46% | +$30M |
|
1770
NMI Holdings
NMIH
$3.08B
| $95.8M | ﹤0.01% |
3,227,312
+2,204,369
| +215% | +$65.4M |
|
1771
Black Hills Corp
BKH
$4.33B
| $95.8M | ﹤0.01% |
1,775,204
+1,318,251
| +288% | +$71.1M |
|
1772
Cognex
CGNX
$7.45B
| $95.5M | ﹤0.01% |
2,288,878
+1,382,476
| +153% | +$57.7M |
|
1773
MP Materials
MP
$11.2B
| $95.5M | ﹤0.01% |
4,810,860
+2,247,891
| +88% | +$44.6M |
|
1774
First Trust Emerging Markets AlphaDEX Fund
FEM
$468M
| $95.5M | ﹤0.01% |
4,314,142
+1,766,520
| +69% | +$39.1M |
|
1775
Scorpio Tankers
STNG
$2.99B
| $95.4M | ﹤0.01% |
1,569,610
+778,725
| +98% | +$47.3M |
|