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 | |
|---|---|---|---|---|---|---|
1901
ASGN Inc
ASGN
$2.26B
| $84.9M | ﹤0.01% |
882,618
+386,681
| +78% | +$37.2M |
|
1902
Watts Water Technologies
WTS
$9.39B
| $84.7M | ﹤0.01% |
406,600
+229,842
| +130% | +$47.9M |
|
1903
iShares Core MSCI Pacific ETF
IPAC
$1.91B
| $84.7M | ﹤0.01% |
1,422,614
+709,361
| +99% | +$42.2M |
|
|
PPBI
1904
DELISTED
Pacific Premier Bancorp
PPBI
| $84.7M | ﹤0.01% |
2,907,970
+1,654,741
| +132% | +$48.2M |
|
1905
KB Financial Group
KB
$31.1B
| $84.6M | ﹤0.01% |
2,045,374
+878,775
| +75% | +$36.4M |
|
1906
Associated Banc-Corp
ASB
$4.35B
| $84.6M | ﹤0.01% |
3,953,486
+2,539,065
| +180% | +$54.3M |
|
1907
SPDR S&P Semiconductor ETF
XSD
$1.48B
| $84.5M | ﹤0.01% |
376,104
+177,070
| +89% | +$39.8M |
|
1908
Bombardier Recreational Products
DOOO
$4.7B
| $84.3M | ﹤0.01% |
1,176,138
+548,094
| +87% | +$39.3M |
|
1909
Urban Outfitters
URBN
$6.07B
| $84.3M | ﹤0.01% |
2,360,980
+817,180
| +53% | +$29.2M |
|
1910
Itron
ITRI
$5.47B
| $84.2M | ﹤0.01% |
1,115,334
+517,206
| +86% | +$39.1M |
|
1911
Corcept Therapeutics
CORT
$7.68B
| $84.2M | ﹤0.01% |
2,592,272
+1,367,225
| +112% | +$44.4M |
|
1912
MSC Industrial Direct
MSM
$5.09B
| $84.2M | ﹤0.01% |
831,438
+400,294
| +93% | +$40.5M |
|
1913
Sprott Physical Silver Trust
PSLV
$7.94B
| $84.1M | ﹤0.01% |
10,412,374
+4,552,916
| +78% | +$36.8M |
|
1914
iShares US Utilities ETF
IDU
$1.6B
| $84.1M | ﹤0.01% |
1,051,942
+563,324
| +115% | +$45M |
|
1915
ServisFirst Bancshares
SFBS
$4.57B
| $84.1M | ﹤0.01% |
1,261,858
+697,062
| +123% | +$46.4M |
|
1916
Twist Bioscience
TWST
$1.53B
| $84.1M | ﹤0.01% |
2,280,920
+1,163,183
| +104% | +$42.9M |
|
1917
iShares Russell Top 200 ETF
IWL
$1.83B
| $84M | ﹤0.01% |
729,822
+504,409
| +224% | +$58.1M |
|
1918
Turning Point Brands
TPB
$1.84B
| $83.9M | ﹤0.01% |
3,187,442
+2,879,567
| +935% | +$75.8M |
|
1919
Coca-Cola Consolidated
COKE
$10.6B
| $83.6M | ﹤0.01% |
900,920
+412,720
| +85% | +$38.3M |
|
1920
NOV
NOV
$4.79B
| $83.6M | ﹤0.01% |
4,124,364
+1,991,344
| +93% | +$40.4M |
|
|
DQ
1921
Daqo New Energy
DQ
$1.73B
| $83.4M | ﹤0.01% |
3,136,710
+552,062
| +21% | +$14.7M |
|
1922
Axos Financial
AX
$5.17B
| $83.4M | ﹤0.01% |
1,528,052
+853,610
| +127% | +$46.6M |
|
1923
Federal Signal
FSS
$7.64B
| $83.4M | ﹤0.01% |
1,086,738
+601,319
| +124% | +$46.1M |
|
1924
Amylyx Pharmaceuticals
AMLX
$1.24B
| $83.3M | ﹤0.01% |
5,660,486
+4,708,367
| +495% | +$69.3M |
|
1925
Brookfield Asset Management
BAM
$91.3B
| $83.3M | ﹤0.01% |
2,073,360
+1,025,945
| +98% | +$41.2M |
|