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 | |
|---|---|---|---|---|---|---|
2051
Howard Hughes
HHH
$4.84B
| $72.5M | ﹤0.01% |
889,000
+463,286
| +109% | +$37.8M |
|
2052
Frontier Communications
FYBR
$9.39B
| $72.3M | ﹤0.01% |
2,854,250
+1,170,429
| +70% | +$29.7M |
|
2053
BlackRock MuniYield Quality Fund
MQY
$841M
| $72.3M | ﹤0.01% |
5,929,180
+3,298,112
| +125% | +$40.2M |
|
2054
RingCentral
RNG
$2.75B
| $72.2M | ﹤0.01% |
2,126,888
+1,451,729
| +215% | +$49.3M |
|
2055
MakeMyTrip
MMYT
$9.31B
| $72.2M | ﹤0.01% |
1,536,520
+315,184
| +26% | +$14.8M |
|
2056
Brookfield Renewable
BEPC
$6.1B
| $72.1M | ﹤0.01% |
2,503,570
+1,328,723
| +113% | +$38.3M |
|
2057
Aegon
AEG
$12.2B
| $72M | ﹤0.01% |
12,507,678
+6,169,041
| +97% | +$35.5M |
|
2058
Nova
NVMI
$8.69B
| $72M | ﹤0.01% |
523,874
+228,965
| +78% | +$31.5M |
|
2059
Piper Sandler
PIPR
$6.12B
| $71.9M | ﹤0.01% |
411,390
+294,738
| +253% | +$51.5M |
|
2060
Syndax Pharmaceuticals
SNDX
$1.34B
| $71.9M | ﹤0.01% |
3,328,612
+2,778,583
| +505% | +$60M |
|
2061
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $71.9M | ﹤0.01% |
680,728
+438,457
| +181% | +$46.3M |
|
2062
ScottsMiracle-Gro
SMG
$3.51B
| $71.8M | ﹤0.01% |
1,126,104
+399,997
| +55% | +$25.5M |
|
2063
Brink's
BCO
$4.83B
| $71.7M | ﹤0.01% |
815,608
+524,243
| +180% | +$46.1M |
|
2064
Valley National Bancorp
VLY
$6.04B
| $71.7M | ﹤0.01% |
6,600,762
+4,088,851
| +163% | +$44.4M |
|
2065
Westlake Corp
WLK
$11.3B
| $71.6M | ﹤0.01% |
511,794
+181,771
| +55% | +$25.4M |
|
2066
Genworth Financial
GNW
$3.61B
| $71.6M | ﹤0.01% |
10,720,148
+6,109,919
| +133% | +$40.8M |
|
2067
InvenTrust Properties
IVT
$2.33B
| $71.6M | ﹤0.01% |
2,825,666
+2,623,665
| +1,299% | +$66.5M |
|
2068
Shake Shack
SHAK
$4.06B
| $71.6M | ﹤0.01% |
965,330
+504,339
| +109% | +$37.4M |
|
2069
AngloGold Ashanti
AU
$33.5B
| $71.2M | ﹤0.01% |
3,806,890
+1,858,680
| +95% | +$34.7M |
|
2070
Coca-Cola Femsa
KOF
$18B
| $71.1M | ﹤0.01% |
751,296
+335,227
| +81% | +$31.7M |
|
2071
iShares Core Moderate Allocation ETF
AOM
$1.61B
| $71.1M | ﹤0.01% |
1,712,152
+1,154,917
| +207% | +$47.9M |
|
2072
Janus Henderson
JHG
$7.01B
| $71M | ﹤0.01% |
2,354,482
+1,193,930
| +103% | +$36M |
|
2073
Vanguard Global ex-US Real Estate ETF
VNQI
$3.62B
| $71M | ﹤0.01% |
1,666,648
+874,425
| +110% | +$37.2M |
|
2074
Carter's
CRI
$1.08B
| $71M | ﹤0.01% |
947,628
+363,156
| +62% | +$27.2M |
|
2075
Chegg
CHGG
$167M
| $70.8M | ﹤0.01% |
6,230,276
+4,541,609
| +269% | +$51.6M |
|