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 |
Palo Alto Networks
PANW
|
$2.8B |
| 2 |
NVIDIA
NVDA
|
$2.68B |
| 3 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 4 |
Tesla
TSLA
|
$1.99B |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Applovin
APP
$158B
| $1.1B | 0.08% |
3,387,089
+1,021,615
| +43% | +$331M |
|
227
Crown Castle
CCI
$43.1B
| $1.1B | 0.08% |
12,069,548
-1,498,998
| -11% | -$136M |
|
228
Altria Group
MO
$113B
| $1.09B | 0.08% |
20,874,765
+971,055
| +5% | +$50.8M |
|
229
Carvana
CVNA
$49.7B
| $1.08B | 0.08% |
5,287,859
-226,118
| -4% | -$46M |
|
230
W.R. Berkley
WRB
$27.3B
| $1.07B | 0.08% |
18,365,243
-1,663,796
| -8% | -$97.4M |
|
231
Travelers Companies
TRV
$61.2B
| $1.07B | 0.08% |
4,447,975
+264,233
| +6% | +$63.7M |
|
232
Moody's
MCO
$89.2B
| $1.07B | 0.08% |
2,262,185
+34,092
| +2% | +$16.1M |
|
233
Cigna
CI
$80.7B
| $1.06B | 0.07% |
3,853,578
-441,589
| -10% | -$122M |
|
234
Elevance Health
ELV
$73B
| $1.06B | 0.07% |
2,868,198
-584,569
| -17% | -$216M |
|
235
iShares Core Total USD Bond Market ETF
IUSB
$33.8B
| $1.05B | 0.07% |
23,338,008
+1,721,990
| +8% | +$77.8M |
|
236
Cheniere Energy
LNG
$52.9B
| $1.05B | 0.07% |
4,905,786
+38,860
| +0.8% | +$8.35M |
|
237
Paychex
PAYX
$49B
| $1.05B | 0.07% |
7,507,235
+2,513,087
| +50% | +$352M |
|
238
United Rentals
URI
$61B
| $1.05B | 0.07% |
1,491,833
-193,441
| -11% | -$136M |
|
239
Novo Nordisk
NVO
$248B
| $1.05B | 0.07% |
12,204,292
-2,161,110
| -15% | -$186M |
|
240
Gartner
IT
$18.8B
| $1.05B | 0.07% |
2,165,326
-1,516
| -0.1% | -$734K |
|
241
CDW
CDW
$21.1B
| $1.05B | 0.07% |
6,023,794
+95,229
| +2% | +$16.6M |
|
242
Fortinet
FTNT
$58.2B
| $1.04B | 0.07% |
11,001,266
+1,700,205
| +18% | +$161M |
|
243
Alibaba
BABA
$326B
| $1.03B | 0.07% |
12,142,233
+2,542,075
| +26% | +$216M |
|
244
Oneok
OKE
$47.1B
| $1.03B | 0.07% |
10,246,611
-53,007
| -0.5% | -$5.32M |
|
245
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $1.03B | 0.07% |
7,929,895
-32,585
| -0.4% | -$4.21M |
|
246
M&T Bank
MTB
$30.6B
| $1.02B | 0.07% |
5,436,985
-154,212
| -3% | -$29M |
|
247
Regeneron Pharmaceuticals
REGN
$60.7B
| $1.02B | 0.07% |
1,430,370
+244,882
| +21% | +$174M |
|
248
Utilities Select Sector SPDR Fund
XLU
$20.8B
| $1.02B | 0.07% |
13,453,885
-480,634
| -3% | -$36.4M |
|
249
Royalty Pharma
RPRX
$15.7B
| $1.01B | 0.07% |
39,532,770
-1,545,393
| -4% | -$39.4M |
|
250
Global E Online
GLBE
$5.56B
| $1B | 0.07% |
18,381,390
+855,089
| +5% | +$46.6M |
|