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 | |
|---|---|---|---|---|---|---|
1951
Korea Electric Power
KEP
$17.2B
| $80.5M | ﹤0.01% |
11,097,926
+5,585,192
| +101% | +$40.5M |
|
1952
Moelis & Co
MC
$5.54B
| $80.2M | ﹤0.01% |
1,428,526
+837,969
| +142% | +$47M |
|
1953
Macerich
MAC
$4.58B
| $80.1M | ﹤0.01% |
5,193,618
+2,722,843
| +110% | +$42M |
|
1954
Dillards
DDS
$8.97B
| $80M | ﹤0.01% |
198,140
+113,759
| +135% | +$45.9M |
|
1955
Otter Tail
OTTR
$3.48B
| $79.7M | ﹤0.01% |
938,022
+595,673
| +174% | +$50.6M |
|
1956
Chunghwa Telecom
CHT
$34.8B
| $79.7M | ﹤0.01% |
2,038,962
+863,380
| +73% | +$33.7M |
|
1957
VanEck IG Floating Rate ETF
FLTR
$2.57B
| $79.6M | ﹤0.01% |
3,164,352
+1,728,514
| +120% | +$43.5M |
|
1958
Flowserve
FLS
$7.36B
| $79.6M | ﹤0.01% |
1,930,276
+1,102,019
| +133% | +$45.4M |
|
1959
Global Ship Lease
GSL
$1.14B
| $79.6M | ﹤0.01% |
4,014,284
+1,986,600
| +98% | +$39.4M |
|
1960
iShares Core US REIT ETF
USRT
$3.16B
| $79.6M | ﹤0.01% |
1,465,364
+780,766
| +114% | +$42.4M |
|
1961
Treace Medical Concepts
TMCI
$456M
| $79.5M | ﹤0.01% |
6,235,468
+6,021,962
| +2,821% | +$76.8M |
|
1962
Viasat
VSAT
$4.1B
| $79.5M | ﹤0.01% |
2,844,428
+1,867,879
| +191% | +$52.2M |
|
1963
Buckle
BKE
$3.04B
| $79.4M | ﹤0.01% |
1,671,348
+1,298,227
| +348% | +$61.7M |
|
1964
PagSeguro Digital
PAGS
$2.78B
| $79.4M | ﹤0.01% |
6,368,574
+3,492,564
| +121% | +$43.6M |
|
1965
Advanced Energy
AEIS
$5.94B
| $79.4M | ﹤0.01% |
729,108
+403,533
| +124% | +$44M |
|
1966
Hilton Grand Vacations
HGV
$3.98B
| $79.4M | ﹤0.01% |
1,976,078
+1,541,514
| +355% | +$61.9M |
|
1967
Krystal Biotech
KRYS
$4.16B
| $79.3M | ﹤0.01% |
639,442
+350,890
| +122% | +$43.5M |
|
1968
SPDR S&P International Dividend ETF
DWX
$495M
| $79.3M | ﹤0.01% |
2,231,470
+1,018,554
| +84% | +$36.2M |
|
1969
Tarsus Pharmaceuticals
TARS
$2.08B
| $79.3M | ﹤0.01% |
3,915,376
+3,841,557
| +5,204% | +$77.8M |
|
1970
DHT Holdings
DHT
$1.98B
| $79.2M | ﹤0.01% |
8,076,706
+4,922,182
| +156% | +$48.3M |
|
1971
Insperity
NSP
$1.99B
| $79M | ﹤0.01% |
673,668
+421,700
| +167% | +$49.4M |
|
1972
Upwork
UPWK
$2.24B
| $78.8M | ﹤0.01% |
5,301,924
+3,676,797
| +226% | +$54.7M |
|
1973
Healthcare Realty
HR
$6.45B
| $78.6M | ﹤0.01% |
4,563,288
+2,438,189
| +115% | +$42M |
|
1974
NCR Voyix
VYX
$1.77B
| $78.6M | ﹤0.01% |
4,647,906
+938,054
| +25% | +$15.9M |
|
1975
Invesco CEF Income Composite ETF
PCEF
$849M
| $78.6M | ﹤0.01% |
4,375,544
+2,421,909
| +124% | +$43.5M |
|