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 |
SPDR Gold Trust
GLD
|
$574M |
| 2 |
IAC Inc
IAC
|
$544M |
| 3 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$425M |
| 4 |
ServiceNow
NOW
|
$395M |
| 5 |
TAL Education Group
TAL
|
$387M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.14B |
| 2 |
Starbucks
SBUX
|
$1.08B |
| 3 |
iShares Russell 2000 ETF
IWM
|
$954M |
| 4 |
Qualcomm
QCOM
|
$688M |
| 5 |
Broadcom
AVGO
|
$573M |
Sector Composition
| 1 | Technology | 12.54% |
| 2 | Healthcare | 10.36% |
| 3 | Financials | 9.14% |
| 4 | Consumer Discretionary | 7.65% |
| 5 | Communication Services | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Large-Cap ETF
VV
$44.6B
| $270M | 0.08% |
2,351,687
+357,214
| +18% | +$41M |
|
252
Williams Companies
WMB
$69.9B
| $269M | 0.08% |
12,194,336
+532,898
| +5% | +$11.8M |
|
253
Copart
CPRT
$47B
| $268M | 0.08% |
22,417,168
+2,367,184
| +12% | +$28.3M |
|
254
Kinder Morgan
KMI
$59.1B
| $268M | 0.08% |
17,408,244
-3,254,601
| -16% | -$50.1M |
|
255
AvalonBay Communities
AVB
$27.8B
| $264M | 0.08% |
1,517,629
-25,450
| -2% | -$4.43M |
|
256
Moody's
MCO
$89.5B
| $263M | 0.08% |
1,881,039
+15,874
| +0.9% | +$2.22M |
|
257
Schlumberger
SLB
$53.4B
| $260M | 0.08% |
7,212,464
-3,685,583
| -34% | -$133M |
|
258
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $260M | 0.08% |
2,501,474
-218,381
| -8% | -$22.7M |
|
259
Emerson Electric
EMR
$74.6B
| $259M | 0.08% |
4,343,052
-1,029,559
| -19% | -$61.5M |
|
260
Autodesk
ADSK
$69.5B
| $259M | 0.08% |
2,013,660
+170,255
| +9% | +$21.9M |
|
261
Vanguard Small-Cap Value ETF
VBR
$31.8B
| $257M | 0.08% |
2,253,654
+62,011
| +3% | +$7.07M |
|
262
GE Aerospace
GE
$296B
| $256M | 0.08% |
7,061,087
-1,457,477
| -17% | -$52.9M |
|
263
iShares Floating Rate Bond ETF
FLOT
$9.12B
| $256M | 0.08% |
5,073,950
+927,782
| +22% | +$46.7M |
|
|
COUP
264
DELISTED
Coupa Software Incorporated
COUP
| $255M | 0.08% |
4,063,219
+329,966
| +9% | +$20.7M |
|
265
iShares US Technology ETF
IYW
$23.1B
| $255M | 0.08% |
6,373,552
-791,356
| -11% | -$31.6M |
|
266
Charter Communications
CHTR
$35.7B
| $253M | 0.08% |
889,414
-66,353
| -7% | -$18.9M |
|
267
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.15B
| $253M | 0.08% |
3,653,768
-1,202,506
| -25% | -$83.2M |
|
268
VanEck Gold Miners ETF
GDX
$19.9B
| $252M | 0.08% |
11,942,331
-12,637,939
| -51% | -$267M |
|
269
Sysco
SYY
$39.4B
| $251M | 0.08% |
4,001,090
-909,073
| -19% | -$57M |
|
270
Elevance Health
ELV
$70.6B
| $250M | 0.07% |
952,190
+275,378
| +41% | +$72.3M |
|
271
Southern Company
SO
$101B
| $250M | 0.07% |
5,691,711
-89,988
| -2% | -$3.95M |
|
272
Host Hotels & Resorts
HST
$12B
| $249M | 0.07% |
14,933,037
+1,447,315
| +11% | +$24.1M |
|
273
SPDR S&P Retail ETF
XRT
$441M
| $248M | 0.07% |
6,058,840
-711,680
| -11% | -$29.2M |
|
274
Novartis
NVS
$251B
| $248M | 0.07% |
3,219,869
-59,614
| -2% | -$4.58M |
|
275
Vanguard Total International Stock ETF
VXUS
$102B
| $247M | 0.07% |
5,238,371
+1,567,198
| +43% | +$74M |
|