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
|
+$8.81B |
| 2 |
Apple
AAPL
|
+$7.84B |
| 3 |
Amazon
AMZN
|
+$3.76B |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.72B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.9B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.05B |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
+$910M |
| 3 |
Philip Morris
PM
|
+$700M |
| 4 |
Veeva Systems
VEEV
|
+$654M |
| 5 |
ICICI Bank
IBN
|
+$396M |
Sector Composition
| 1 | Technology | 17.87% |
| 2 | Healthcare | 11.56% |
| 3 | Financials | 9.31% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Communication Services | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Cal-Maine
CALM
$5.02B
| $26.6M | ﹤0.01% |
538,399
+12,551
| +2% | +$620K |
|
1977
SK Telecom
SKM
$8.51B
| $26.6M | ﹤0.01% |
1,191,332
+628,897
| +112% | +$14M |
|
1978
BlackRock Resources & Commodities Strategy Trust
BCX
$764M
| $26.6M | ﹤0.01% |
2,958,835
+1,271,109
| +75% | +$11.4M |
|
1979
Tenet Healthcare
THC
$16.2B
| $26.5M | ﹤0.01% |
505,088
+219,500
| +77% | +$11.5M |
|
1980
Sabra Healthcare REIT
SBRA
$4.48B
| $26.5M | ﹤0.01% |
1,899,522
+1,177,314
| +163% | +$16.4M |
|
1981
Bread Financial
BFH
$2.88B
| $26.5M | ﹤0.01% |
715,938
+288,312
| +67% | +$10.7M |
|
1982
Photronics
PLAB
$1.38B
| $26.5M | ﹤0.01% |
1,361,335
+1,057,961
| +349% | +$20.6M |
|
1983
RBC Bearings
RBC
$12B
| $26.5M | ﹤0.01% |
143,389
+64,103
| +81% | +$11.9M |
|
1984
Columbia Banking Systems
COLB
$7.72B
| $26.5M | ﹤0.01% |
923,386
+387,133
| +72% | +$11.1M |
|
1985
Mattel
MAT
$5.55B
| $26.5M | ﹤0.01% |
1,184,655
-38,496
| -3% | -$860K |
|
1986
Mueller Industries
MLI
$10.9B
| $26.4M | ﹤0.01% |
991,312
+121,116
| +14% | +$3.23M |
|
1987
ChargePoint
CHPT
$245M
| $26.4M | ﹤0.01% |
96,370
+12,835
| +15% | +$3.51M |
|
|
BRDG
1988
DELISTED
Bridge Investment Group
BRDG
| $26.4M | ﹤0.01% |
1,812,718
+155,542
| +9% | +$2.26M |
|
1989
Mercury Systems
MRCY
$4.43B
| $26.3M | ﹤0.01% |
409,377
+204,214
| +100% | +$13.1M |
|
1990
O-I Glass
OI
$1.94B
| $26.2M | ﹤0.01% |
1,874,788
+1,011,589
| +117% | +$14.2M |
|
1991
Old National Bancorp
ONB
$8.61B
| $26.2M | ﹤0.01% |
1,773,854
+962,968
| +119% | +$14.2M |
|
1992
Churchill Downs
CHDN
$6.74B
| $26.2M | ﹤0.01% |
273,638
+52,204
| +24% | +$5M |
|
|
MDRX
1993
DELISTED
Veradigm Inc. Common Stock
MDRX
| $26.2M | ﹤0.01% |
1,765,614
+940,422
| +114% | +$13.9M |
|
1994
Lloyds Banking Group
LYG
$67.7B
| $26.2M | ﹤0.01% |
12,834,471
+11,381,424
| +783% | +$23.2M |
|
1995
Nu Skin
NUS
$587M
| $26.1M | ﹤0.01% |
603,750
+526,349
| +680% | +$22.8M |
|
1996
Innoviva
INVA
$1.22B
| $26.1M | ﹤0.01% |
1,769,863
+244,756
| +16% | +$3.61M |
|
|
RMT
1997
Royce Micro-Cap Trust
RMT
$540M
| $26M | ﹤0.01% |
3,115,365
+333,082
| +12% | +$2.78M |
|
1998
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.39B
| $26M | ﹤0.01% |
1,138,455
+967,714
| +567% | +$22.1M |
|
1999
Energizer
ENR
$2.02B
| $26M | ﹤0.01% |
916,619
+163,014
| +22% | +$4.62M |
|
2000
BlackRock Municipal Income Quality Trust
BYM
$286M
| $25.9M | ﹤0.01% |
2,090,349
+25,607
| +1% | +$317K |
|