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 |
Cloudflare
NET
|
$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
$1.5B |
| 3 |
Roblox
RBLX
|
$1.23B |
| 4 |
Wayfair
W
|
$1.05B |
| 5 |
CrowdStrike
CRWD
|
$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.36B |
| 3 |
Amazon
AMZN
|
$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Elevance Health
ELV
$70.6B
| $599M | 0.08% |
1,568,625
+113,659
| +8% | +$43.4M |
|
227
IAC Inc
IAC
$2.98B
| $597M | 0.08% |
4,720,713
-2,336,770
| -33% | -$296M |
|
228
Vanguard Extended Market ETF
VXF
$24.1B
| $592M | 0.08% |
3,139,867
+288,090
| +10% | +$54.3M |
|
229
TJX Companies
TJX
$155B
| $592M | 0.08% |
8,778,073
+223,003
| +3% | +$15M |
|
230
MetLife
MET
$52.9B
| $588M | 0.08% |
9,819,883
-1,563,178
| -14% | -$93.6M |
|
|
GTM
231
ZoomInfo Technologies
GTM
$3.26B
| $585M | 0.08% |
11,209,849
-209,615
| -2% | -$10.9M |
|
232
Dow Inc
DOW
$17.4B
| $583M | 0.08% |
9,217,162
-647,424
| -7% | -$41M |
|
233
Freeport-McMoran
FCX
$66.5B
| $577M | 0.08% |
15,548,768
+2,859,755
| +23% | +$106M |
|
234
Simon Property Group
SPG
$59.5B
| $574M | 0.08% |
4,402,869
+1,590,556
| +57% | +$208M |
|
235
Duke Energy
DUK
$93.8B
| $572M | 0.08% |
5,794,284
+867,051
| +18% | +$85.6M |
|
236
Linde
LIN
$220B
| $570M | 0.08% |
1,973,012
+289,664
| +17% | +$83.7M |
|
237
United Parcel Service
UPS
$72.1B
| $566M | 0.07% |
2,720,825
+34,323
| +1% | +$7.14M |
|
238
Vanguard Mid-Cap Value ETF
VOE
$18.8B
| $564M | 0.07% |
4,012,984
-16,118
| -0.4% | -$2.26M |
|
239
HEICO Class A
HEI.A
$35.1B
| $561M | 0.07% |
4,519,830
-261,047
| -5% | -$32.4M |
|
240
First Trust Capital Strength ETF
FTCS
$8.49B
| $560M | 0.07% |
7,417,823
-54,126
| -0.7% | -$4.09M |
|
241
Eaton
ETN
$136B
| $559M | 0.07% |
3,770,259
-171,718
| -4% | -$25.4M |
|
242
Air Products & Chemicals
APD
$64.5B
| $559M | 0.07% |
1,941,605
+222,002
| +13% | +$63.9M |
|
243
Citizens Financial Group
CFG
$22.3B
| $558M | 0.07% |
12,157,437
-236,974
| -2% | -$10.9M |
|
244
GE Aerospace
GE
$296B
| $556M | 0.07% |
8,295,207
+449,186
| +6% | +$30.1M |
|
245
FedEx
FDX
$53.7B
| $555M | 0.07% |
1,860,142
+281,250
| +18% | +$83.9M |
|
246
iShares Biotechnology ETF
IBB
$5.8B
| $552M | 0.07% |
3,370,064
-2,696,319
| -44% | -$441M |
|
247
Airbnb
ABNB
$75.8B
| $549M | 0.07% |
3,586,450
+2,115,385
| +144% | +$324M |
|
248
ConocoPhillips
COP
$116B
| $549M | 0.07% |
9,008,903
+165,817
| +2% | +$10.1M |
|
249
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
| $546M | 0.07% |
10,216,789
+1,397,989
| +16% | +$74.8M |
|
250
iShares Core S&P US Growth ETF
IUSG
$24.6B
| $546M | 0.07% |
5,408,997
-71,430
| -1% | -$7.21M |
|