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 | |
|---|---|---|---|---|---|---|
2076
Hillenbrand
HI
$1.73B
| $70.7M | ﹤0.01% |
1,476,776
+730,863
| +98% | +$35M |
|
2077
Amphastar Pharmaceuticals
AMPH
$1.3B
| $70.6M | ﹤0.01% |
1,142,226
+584,017
| +105% | +$36.1M |
|
2078
Inspire Medical Systems
INSP
$2.37B
| $70.6M | ﹤0.01% |
347,126
+222,379
| +178% | +$45.2M |
|
2079
PROS Holdings
PRO
$699M
| $70.6M | ﹤0.01% |
1,819,210
+1,096,646
| +152% | +$42.5M |
|
2080
Nuveen ESG Mid-Cap Growth ETF
NUMG
$410M
| $70.5M | ﹤0.01% |
1,666,622
+879,033
| +112% | +$37.2M |
|
2081
Bilibili
BILI
$10.5B
| $70.3M | ﹤0.01% |
5,779,336
+2,604,952
| +82% | +$31.7M |
|
2082
Madrigal Pharmaceuticals
MDGL
$9.63B
| $70.3M | ﹤0.01% |
303,836
+132,063
| +77% | +$30.6M |
|
2083
Cirrus Logic
CRUS
$6B
| $70.3M | ﹤0.01% |
844,688
+515,844
| +157% | +$42.9M |
|
2084
Harmony Biosciences
HRMY
$1.86B
| $70.2M | ﹤0.01% |
2,172,430
+1,416,985
| +188% | +$45.8M |
|
2085
Customers Bancorp
CUBI
$2.32B
| $70.2M | ﹤0.01% |
1,217,506
+606,974
| +99% | +$35M |
|
2086
APi Group
APG
$14.5B
| $70.1M | ﹤0.01% |
3,041,004
+2,384,935
| +364% | +$55M |
|
2087
Verra Mobility
VRRM
$3.92B
| $70.1M | ﹤0.01% |
3,044,318
+1,583,166
| +108% | +$36.5M |
|
2088
Dynavax Technologies
DVAX
$1.1B
| $70M | ﹤0.01% |
5,006,244
+2,963,961
| +145% | +$41.4M |
|
2089
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $70M | ﹤0.01% |
486,998
+267,305
| +122% | +$38.4M |
|
2090
John Hancock Multifactor Large Cap ETF
JHML
$1.04B
| $69.9M | ﹤0.01% |
1,189,372
+587,496
| +98% | +$34.6M |
|
2091
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.47B
| $69.9M | ﹤0.01% |
1,490,862
+905,890
| +155% | +$42.5M |
|
2092
PENN Entertainment
PENN
$2.86B
| $69.9M | ﹤0.01% |
2,687,358
-2,689,502
| -50% | -$70M |
|
2093
MYR Group
MYRG
$2.73B
| $69.9M | ﹤0.01% |
483,154
+291,704
| +152% | +$42.2M |
|
2094
Invesco BuyBack Achievers ETF
PKW
$1.48B
| $69.6M | ﹤0.01% |
702,566
+345,660
| +97% | +$34.2M |
|
2095
Archrock
AROC
$4.29B
| $69.6M | ﹤0.01% |
4,516,382
+2,357,604
| +109% | +$36.3M |
|
2096
Novavax
NVAX
$1.3B
| $69.5M | ﹤0.01% |
14,482,910
+12,207,779
| +537% | +$58.6M |
|
2097
OneMain Financial
OMF
$7.2B
| $69.5M | ﹤0.01% |
1,411,906
+567,459
| +67% | +$27.9M |
|
2098
Popular Inc
BPOP
$8.34B
| $69.5M | ﹤0.01% |
846,310
+335,562
| +66% | +$27.5M |
|
|
HFRO
2099
Highland Opportunities and Income Fund
HFRO
$360M
| $69.4M | ﹤0.01% |
9,028,710
+4,608,866
| +104% | +$35.4M |
|
|
FEI
2100
DELISTED
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
| $69.4M | ﹤0.01% |
8,096,540
+3,894,336
| +93% | +$33.4M |
|