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 |
iShares Core S&P 500 ETF
IVV
|
$2.27B |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1B |
| 3 |
Airbnb
ABNB
|
$936M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$895M |
| 5 |
Expedia Group
EXPE
|
$617M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
Uber
UBER
|
$907M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$867M |
| 4 |
Pinduoduo
PDD
|
$624M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$610M |
Sector Composition
| 1 | Technology | 20.64% |
| 2 | Healthcare | 10.4% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
ICICI Bank
IBN
$113B
| $848M | 0.09% |
36,690,055
-2,649,824
| -7% | -$61.3M |
|
227
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.4B
| $844M | 0.09% |
14,769,022
+7,937,334
| +116% | +$454M |
|
228
Novo Nordisk
NVO
$245B
| $838M | 0.09% |
9,215,098
-162,700
| -2% | -$14.8M |
|
229
iShares Short Treasury Bond ETF
SHV
$20.8B
| $833M | 0.08% |
7,544,605
+29,786
| +0.4% | +$3.29M |
|
230
CrowdStrike
CRWD
$105B
| $833M | 0.08% |
4,973,809
+2,757,251
| +124% | +$462M |
|
231
W.R. Berkley
WRB
$27.3B
| $830M | 0.08% |
19,597,836
+794,725
| +4% | +$33.6M |
|
232
First Trust Preferred Securities and Income ETF
FPE
$6.13B
| $821M | 0.08% |
51,428,608
+69,948
| +0.1% | +$1.12M |
|
233
Trip.com Group
TCOM
$47.6B
| $821M | 0.08% |
23,466,844
-4,265,177
| -15% | -$149M |
|
234
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $820M | 0.08% |
8,088,553
-1,646,826
| -17% | -$167M |
|
235
Phillips 66
PSX
$53.2B
| $813M | 0.08% |
6,768,960
+138,646
| +2% | +$16.7M |
|
236
ASML
ASML
$307B
| $806M | 0.08% |
1,370,020
-71,393
| -5% | -$42M |
|
237
Regeneron Pharmaceuticals
REGN
$60.8B
| $799M | 0.08% |
970,957
+25,792
| +3% | +$21.2M |
|
238
Agilon Health
AGL
$497M
| $796M | 0.08% |
44,819,378
+3,674,311
| +9% | +$65.3M |
|
239
Markel Group
MKL
$24.2B
| $794M | 0.08% |
539,207
+16,597
| +3% | +$24.4M |
|
240
iShares Gold Trust
IAU
$52.6B
| $781M | 0.08% |
22,330,897
-1,529,523
| -6% | -$53.5M |
|
241
Energy Transfer Partners
ET
$59.7B
| $779M | 0.08% |
55,492,581
-10,167,132
| -15% | -$143M |
|
242
Vanguard Information Technology ETF
VGT
$99.9B
| $773M | 0.08% |
1,861,916
+23,227
| +1% | +$9.64M |
|
243
Altria Group
MO
$112B
| $771M | 0.08% |
18,344,323
-78,977
| -0.4% | -$3.32M |
|
244
Vanguard FTSE Europe ETF
VGK
$26.9B
| $767M | 0.08% |
13,236,297
-42,571
| -0.3% | -$2.47M |
|
245
Dow Inc
DOW
$17.4B
| $757M | 0.08% |
14,690,269
-504,183
| -3% | -$26M |
|
246
Parker-Hannifin
PH
$96.1B
| $754M | 0.08% |
1,934,486
-4,830
| -0.2% | -$1.88M |
|
247
CSX Corp
CSX
$60.6B
| $748M | 0.08% |
24,340,514
+739,411
| +3% | +$22.7M |
|
248
Microchip Technology
MCHP
$35.6B
| $746M | 0.08% |
9,563,909
+719,346
| +8% | +$56.1M |
|
249
lululemon athletica
LULU
$19.9B
| $746M | 0.08% |
1,934,683
+437,069
| +29% | +$169M |
|
250
iShares Select Dividend ETF
DVY
$20.8B
| $743M | 0.08% |
6,903,161
-191,831
| -3% | -$20.6M |
|