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 | |
|---|---|---|---|---|---|---|
2251
Mattel
MAT
$5.63B
| $59.7M | ﹤0.01% |
3,159,880
+1,456,814
| +86% | +$27.5M |
|
2252
PDF Solutions
PDFS
$779M
| $59.6M | ﹤0.01% |
1,853,126
+1,323,777
| +250% | +$42.5M |
|
2253
iShares Global Financials ETF
IXG
$583M
| $59.5M | ﹤0.01% |
757,376
+378,395
| +100% | +$29.7M |
|
2254
Vanguard ESG International Stock ETF
VSGX
$5.12B
| $59.5M | ﹤0.01% |
1,076,212
+553,777
| +106% | +$30.6M |
|
2255
Kratos Defense & Security Solutions
KTOS
$11.7B
| $59.5M | ﹤0.01% |
2,931,726
+2,348,109
| +402% | +$47.6M |
|
2256
First Trust Materials AlphaDEX Fund
FXZ
$219M
| $59.5M | ﹤0.01% |
862,568
+393,174
| +84% | +$27.1M |
|
2257
Fulton Financial
FULT
$3.48B
| $59.4M | ﹤0.01% |
3,609,744
+2,353,559
| +187% | +$38.7M |
|
2258
LCI Industries
LCII
$2.43B
| $59.3M | ﹤0.01% |
471,714
+271,184
| +135% | +$34.1M |
|
2259
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$699M
| $59.3M | ﹤0.01% |
1,990,344
+748,318
| +60% | +$22.3M |
|
2260
Azenta
AZTA
$1.38B
| $59.2M | ﹤0.01% |
908,370
-164,528
| -15% | -$10.7M |
|
2261
iShares MSCI Switzerland ETF
EWL
$1.33B
| $59.1M | ﹤0.01% |
1,225,276
+713,128
| +139% | +$34.4M |
|
2262
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$263M
| $59.1M | ﹤0.01% |
4,224,486
+1,701,706
| +67% | +$23.8M |
|
2263
OSI Systems
OSIS
$3.98B
| $59.1M | ﹤0.01% |
457,624
+288,418
| +170% | +$37.2M |
|
2264
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.11B
| $59M | ﹤0.01% |
2,066,352
-563,257
| -21% | -$16.1M |
|
2265
Global X Silver Miners ETF NEW
SIL
$3.25B
| $59M | ﹤0.01% |
2,079,156
+127,634
| +7% | +$3.62M |
|
2266
Simmons First National
SFNC
$2.9B
| $59M | ﹤0.01% |
2,972,122
+1,574,582
| +113% | +$31.2M |
|
2267
Park Hotels & Resorts
PK
$2.42B
| $58.8M | ﹤0.01% |
3,841,968
+1,517,595
| +65% | +$23.2M |
|
2268
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$376M
| $58.7M | ﹤0.01% |
639,222
+318,229
| +99% | +$29.2M |
|
2269
SharkNinja
SN
$16.3B
| $58.7M | ﹤0.01% |
1,147,520
+565,395
| +97% | +$28.9M |
|
2270
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$896M
| $58.6M | ﹤0.01% |
2,634,694
+865,338
| +49% | +$19.3M |
|
2271
Travel + Leisure Co
TNL
$4.03B
| $58.6M | ﹤0.01% |
1,499,554
+580,272
| +63% | +$22.7M |
|
2272
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
| $58.6M | ﹤0.01% |
2,329,382
+1,070,824
| +85% | +$26.9M |
|
2273
iShares International Dividend Growth ETF
IGRO
$1.19B
| $58.5M | ﹤0.01% |
906,726
+448,195
| +98% | +$28.9M |
|
2274
Kennametal
KMT
$1.59B
| $58.5M | ﹤0.01% |
2,269,452
+1,532,462
| +208% | +$39.5M |
|
2275
Noble Corp
NE
$4.94B
| $58.3M | ﹤0.01% |
1,211,576
+874,563
| +260% | +$42.1M |
|