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 | |
|---|---|---|---|---|---|---|
1976
Skywest
SKYW
$4.35B
| $78.6M | ﹤0.01% |
1,505,098
+926,991
| +160% | +$48.4M |
|
|
TGH
1977
DELISTED
Textainer Group Holdings limited
TGH
| $78.5M | ﹤0.01% |
1,596,484
+1,439,956
| +920% | +$70.8M |
|
1978
CONMED
CNMD
$1.64B
| $78.5M | ﹤0.01% |
716,812
+188,173
| +36% | +$20.6M |
|
1979
Sixth Street Specialty
TSLX
$2.32B
| $78.4M | ﹤0.01% |
3,631,152
+1,688,642
| +87% | +$36.5M |
|
1980
Woori Financial
WF
$13.6B
| $78.4M | ﹤0.01% |
2,593,040
+1,365,384
| +111% | +$41.3M |
|
1981
Nuveen Municipal Value Fund
NUV
$1.85B
| $78.3M | ﹤0.01% |
9,108,322
+4,632,160
| +103% | +$39.8M |
|
1982
AMERISAFE
AMSF
$841M
| $78.3M | ﹤0.01% |
1,674,056
+897,517
| +116% | +$42M |
|
1983
Nomura Holdings
NMR
$22B
| $78.1M | ﹤0.01% |
17,310,622
+8,612,444
| +99% | +$38.8M |
|
1984
Bank of America Series L
BAC.PRL
$3.95B
| $78M | ﹤0.01% |
64,386
+22,056
| +52% | +$26.7M |
|
1985
Nuveen Municipal Credit Income Fund
NZF
$2.41B
| $78M | ﹤0.01% |
6,596,352
+2,105,503
| +47% | +$24.9M |
|
1986
Acadia Healthcare
ACHC
$2.01B
| $78M | ﹤0.01% |
1,002,540
+430,242
| +75% | +$33.5M |
|
1987
DigitalBridge
DBRG
$2.2B
| $77.9M | ﹤0.01% |
4,442,100
+2,556,780
| +136% | +$44.8M |
|
1988
Albertsons Companies
ACI
$10.5B
| $77.8M | ﹤0.01% |
3,383,090
+1,916,565
| +131% | +$44.1M |
|
1989
iShares US Insurance ETF
IAK
$715M
| $77.8M | ﹤0.01% |
776,710
+383,309
| +97% | +$38.4M |
|
1990
Franklin Investment Grade Corporate ETF
FLCO
$611M
| $77.8M | ﹤0.01% |
3,590,524
+1,849,089
| +106% | +$40M |
|
1991
Minerals Technologies
MTX
$1.99B
| $77.3M | ﹤0.01% |
1,083,796
+628,789
| +138% | +$44.8M |
|
1992
First Trust Utilities AlphaDEX Fund
FXU
$1.71B
| $77.3M | ﹤0.01% |
2,439,132
+1,442,120
| +145% | +$45.7M |
|
1993
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.47B
| $77.2M | ﹤0.01% |
1,051,596
+571,470
| +119% | +$41.9M |
|
1994
Boot Barn
BOOT
$5.4B
| $77M | ﹤0.01% |
1,002,926
+406,719
| +68% | +$31.2M |
|
1995
FIGS
FIGS
$1.16B
| $77M | ﹤0.01% |
11,075,910
+8,522,660
| +334% | +$59.2M |
|
1996
Invesco S&P MidCap 400 GARP ETF
GRPM
$452M
| $77M | ﹤0.01% |
782,182
+501,545
| +179% | +$49.3M |
|
1997
Iridium Communications
IRDM
$1.89B
| $76.9M | ﹤0.01% |
1,867,814
+495,758
| +36% | +$20.4M |
|
1998
Pricesmart
PSMT
$3.52B
| $76.9M | ﹤0.01% |
1,014,396
+746,582
| +279% | +$56.6M |
|
1999
California Water Service
CWT
$2.76B
| $76.9M | ﹤0.01% |
1,481,890
+755,445
| +104% | +$39.2M |
|
2000
Varonis Systems
VRNS
$6.3B
| $76.6M | ﹤0.01% |
1,692,690
+1,194,256
| +240% | +$54.1M |
|