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 | |
|---|---|---|---|---|---|---|
1776
Valaris
VAL
$3.71B
| $95.3M | ﹤0.01% |
1,389,788
+1,036,967
| +294% | +$71.1M |
|
1777
BlackRock Science and Technology Trust
BST
$1.42B
| $95.1M | ﹤0.01% |
2,826,782
+1,499,204
| +113% | +$50.5M |
|
1778
Insmed
INSM
$30.8B
| $95.1M | ﹤0.01% |
3,069,494
+2,390,768
| +352% | +$74.1M |
|
1779
Tanger
SKT
$3.86B
| $95M | ﹤0.01% |
3,427,674
+2,059,811
| +151% | +$57.1M |
|
1780
SPDR S&P Insurance ETF
KIE
$829M
| $95M | ﹤0.01% |
2,100,232
+1,149,166
| +121% | +$52M |
|
1781
Franklin US Low Volatility High Dividend Index ETF
LVHD
$594M
| $94.9M | ﹤0.01% |
2,611,828
+1,042,169
| +66% | +$37.9M |
|
1782
TEGNA Inc
TGNA
$3.39B
| $94.9M | ﹤0.01% |
6,201,410
+3,232,840
| +109% | +$49.5M |
|
1783
Gray Television
GTN
$598M
| $94.9M | ﹤0.01% |
10,586,638
+6,272,428
| +145% | +$56.2M |
|
1784
Revolution Medicines
RVMD
$8.7B
| $94.8M | ﹤0.01% |
3,306,348
+2,504,375
| +312% | +$71.8M |
|
1785
Halozyme
HALO
$8.99B
| $94.7M | ﹤0.01% |
2,562,234
+1,527,819
| +148% | +$56.5M |
|
|
ETRN
1786
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $94.6M | ﹤0.01% |
9,296,038
+6,984,771
| +302% | +$71.1M |
|
1787
ArcelorMittal
MT
$26.4B
| $94.5M | ﹤0.01% |
3,330,050
+293,812
| +10% | +$8.34M |
|
1788
Yelp
YELP
$1.95B
| $94.5M | ﹤0.01% |
1,997,008
+1,042,877
| +109% | +$49.4M |
|
1789
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.34B
| $94.5M | ﹤0.01% |
902,774
+420,019
| +87% | +$44M |
|
1790
AAM Low Duration Preferred and Income Securities ETF
PFLD
$494M
| $94.5M | ﹤0.01% |
4,521,882
+2,659,719
| +143% | +$55.6M |
|
1791
iShares MSCI Europe Financials ETF
EUFN
$4.47B
| $94.4M | ﹤0.01% |
4,504,382
+2,327,058
| +107% | +$48.8M |
|
1792
Plexus
PLXS
$3.73B
| $94.3M | ﹤0.01% |
871,878
+473,640
| +119% | +$51.2M |
|
1793
ProShares Large Cap Core Plus
CSM
$474M
| $94.3M | ﹤0.01% |
1,721,238
+867,265
| +102% | +$47.5M |
|
1794
Rithm Capital
RITM
$6.57B
| $94.2M | ﹤0.01% |
8,823,282
+4,154,824
| +89% | +$44.4M |
|
1795
ARK Web x.0 ETF
ARKW
$2.45B
| $94.2M | ﹤0.01% |
1,241,504
+695,406
| +127% | +$52.8M |
|
1796
VanEck Preferred Securities ex Financials ETF
PFXF
$1.91B
| $94.1M | ﹤0.01% |
5,474,866
+3,610,597
| +194% | +$62M |
|
1797
Regal Rexnord
RRX
$9.22B
| $93.8M | ﹤0.01% |
633,508
+308,439
| +95% | +$45.7M |
|
1798
Bankunited
BKU
$2.96B
| $93.8M | ﹤0.01% |
2,891,140
+1,712,947
| +145% | +$55.6M |
|
1799
Coty
COTY
$3.57B
| $93.6M | ﹤0.01% |
7,533,224
+3,567,530
| +90% | +$44.3M |
|
1800
BlackRock Debt Strategies Fund
DSU
$592M
| $93.5M | ﹤0.01% |
8,668,972
+4,461,716
| +106% | +$48.1M |
|