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 | +$2.52B | |
| 2 | +$2.47B | |
| 3 | +$1.58B | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.3B |
| 5 |
Synopsys
SNPS
|
+$1.28B |
Top Sells
| 1 | +$3.15B | |
| 2 | +$3.05B | |
| 3 | +$1.19B | |
| 4 |
Oracle
ORCL
|
+$1.15B |
| 5 |
Apple
AAPL
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.24% |
| 2 | Financials | 10.96% |
| 3 | Consumer Discretionary | 8.39% |
| 4 | Communication Services | 7.48% |
| 5 | Healthcare | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1876
VanEck Pharmaceutical ETF
PPH
$1.21B
| $59.2M | ﹤0.01% |
655,587
+117,189
|
|
||
1877
Pricesmart
PSMT
$3.97B
| $59.1M | ﹤0.01% |
487,371
+18,655
|
|
||
1878
AGNC Investment
AGNC
$11.1B
| $59M | ﹤0.01% |
6,029,117
-1,374,122
|
|
||
1879
VictoryShares US 500 Volatility Wtd ETF
CFA
$526M
| $58.8M | ﹤0.01% |
646,173
-15,667
|
|
||
1880
Cohen & Steers
CNS
$3.19B
| $58.8M | ﹤0.01% |
895,789
-215,999
|
|
||
1881
Arrowhead Research
ARWR
$9.52B
| $58.7M | ﹤0.01% |
1,702,674
-2,592
|
|
||
1882
Power Integrations
POWI
$2.01B
| $58.7M | ﹤0.01% |
1,458,937
+86,548
|
|
||
1883
CNX Resources
CNX
$5.19B
| $58.6M | ﹤0.01% |
1,824,699
-456,620
|
|
||
1884
Avista
AVA
$3.14B
| $58.6M | ﹤0.01% |
1,549,563
-116,394
|
|
||
1885
American Airlines Group
AAL
$10.1B
| $58.6M | ﹤0.01% |
5,211,102
-3,176,540
|
|
||
1886
CommScope
COMM
$4.22B
| $58.5M | ﹤0.01% |
3,779,624
-228,693
|
|
||
1887
BellRing Brands
BRBR
$3.82B
| $58.4M | ﹤0.01% |
1,606,889
+228,917
|
|
||
1888
BlackRock Credit Allocation Income Trust
BTZ
$1.01B
| $58.1M | ﹤0.01% |
5,261,818
-86,446
|
|
||
1889
Element Solutions
ESI
$6.39B
| $58M | ﹤0.01% |
2,305,546
+306,363
|
|
||
1890
Korn Ferry
KFY
$3.65B
| $58M | ﹤0.01% |
829,048
-11,233
|
|
||
1891
Noble Corp
NE
$4.72B
| $58M | ﹤0.01% |
2,050,026
+41,771
|
|
||
1892
Capital Group International Equity ETF
CGIE
$1.34B
| $57.9M | ﹤0.01% |
1,716,778
+534,489
|
|
||
1893
Peloton Interactive
PTON
$2.61B
| $57.7M | ﹤0.01% |
6,411,997
-8,670,054
|
|
||
1894
Mohawk Industries
MHK
$6.95B
| $57.6M | ﹤0.01% |
446,709
-91,348
|
|
||
1895
Buckle
BKE
$2.92B
| $57.5M | ﹤0.01% |
981,051
+10,193
|
|
||
1896
Gates Industrial
GTES
$5.66B
| $57.4M | ﹤0.01% |
2,312,368
-80,353
|
|
||
|
RA
1897
Brookfield Real Assets Income Fund
RA
$712M
| $57.3M | ﹤0.01% |
4,292,648
+267,931
|
|
||
1898
First Trust Municipal High Income ETF
FMHI
$866M
| $57.2M | ﹤0.01% |
1,204,473
+62,426
|
|
||
1899
Centrus Energy
LEU
$4.17B
| $57M | ﹤0.01% |
183,813
+3,143
|
|
||
1900
Terns Pharmaceuticals
TERN
$4.79B
| $57M | ﹤0.01% |
7,589,095
+335,626
|
|