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 |
Uber
UBER
|
$916M |
| 2 |
Okta
OKTA
|
$825M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$718M |
| 4 |
Shopify
SHOP
|
$683M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$665M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.3B |
| 2 |
Walt Disney
DIS
|
$985M |
| 3 |
Ecolab
ECL
|
$893M |
| 4 |
SPDR Gold Trust
GLD
|
$570M |
| 5 |
BPL
Buckeye Partners, L.P.
BPL
|
$505M |
Sector Composition
| 1 | Technology | 15.05% |
| 2 | Healthcare | 10.24% |
| 3 | Financials | 9.62% |
| 4 | Communication Services | 7.71% |
| 5 | Consumer Discretionary | 7.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $356M | 0.08% |
7,087,882
+119,978
| +2% | +$6.03M |
|
|
RDS.A
227
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $356M | 0.08% |
6,027,976
-65,226
| -1% | -$3.85M |
|
228
Fox Class A
FOXA
$27.4B
| $354M | 0.08% |
9,548,423
+1,265,009
| +15% | +$46.9M |
|
229
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $354M | 0.08% |
8,412,745
+1,264,229
| +18% | +$53.2M |
|
230
iShares US Medical Devices ETF
IHI
$4.35B
| $352M | 0.08% |
8,000,232
+1,593,318
| +25% | +$70.2M |
|
231
Martin Marietta Materials
MLM
$37.5B
| $350M | 0.08% |
1,250,034
-304,390
| -20% | -$85.1M |
|
232
iShares MSCI USA Momentum Factor ETF
MTUM
$18.2B
| $348M | 0.08% |
2,772,164
-503,089
| -15% | -$63.2M |
|
233
New Oriental
EDU
$7.98B
| $348M | 0.08% |
2,869,813
+1,309,441
| +84% | +$159M |
|
234
Sherwin-Williams
SHW
$92.9B
| $346M | 0.08% |
1,779,384
-188,916
| -10% | -$36.7M |
|
235
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $344M | 0.08% |
6,417,385
+114,974
| +2% | +$6.17M |
|
236
GE Aerospace
GE
$296B
| $344M | 0.08% |
6,184,344
+890,223
| +17% | +$49.5M |
|
237
Eaton
ETN
$136B
| $344M | 0.08% |
3,629,681
+118,791
| +3% | +$11.3M |
|
238
Intuit
INTU
$188B
| $342M | 0.08% |
1,304,218
-33,255
| -2% | -$8.71M |
|
239
Zoom
ZM
$25B
| $339M | 0.08% |
4,982,094
+4,149,598
| +498% | +$282M |
|
240
Itaú Unibanco
ITUB
$76.6B
| $338M | 0.08% |
49,264,676
+41,919,024
| +571% | +$287M |
|
241
Boston Scientific
BSX
$159B
| $338M | 0.08% |
7,468,011
+727,425
| +11% | +$32.9M |
|
242
Vornado Realty Trust
VNO
$7.93B
| $337M | 0.08% |
5,072,162
+76,509
| +2% | +$5.09M |
|
243
LyondellBasell Industries
LYB
$17.7B
| $335M | 0.08% |
3,542,133
-63,594
| -2% | -$6.01M |
|
244
Target
TGT
$42.3B
| $333M | 0.08% |
2,598,701
+231,289
| +10% | +$29.7M |
|
245
Waste Management
WM
$88.6B
| $328M | 0.08% |
2,879,292
+679,107
| +31% | +$77.4M |
|
246
Baidu
BIDU
$35.1B
| $327M | 0.08% |
2,583,535
+41,528
| +2% | +$5.25M |
|
247
Vanguard Large-Cap ETF
VV
$44.6B
| $326M | 0.08% |
2,205,862
-125,621
| -5% | -$18.6M |
|
248
Prudential Financial
PRU
$37.2B
| $326M | 0.08% |
3,472,848
+358,474
| +12% | +$33.6M |
|
249
iShares US Technology ETF
IYW
$23.1B
| $324M | 0.08% |
5,565,120
-12,256
| -0.2% | -$713K |
|
250
Altria Group
MO
$112B
| $323M | 0.08% |
6,475,684
-1,848,089
| -22% | -$92.2M |
|