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 | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Gartner
IT
$18.7B
| $741M | 0.08% |
2,157,075
+95,040
| +5% | +$32.7M |
|
252
Aflac
AFL
$56.8B
| $740M | 0.08% |
9,643,531
+794,784
| +9% | +$61M |
|
253
Ameriprise Financial
AMP
$46.5B
| $739M | 0.08% |
2,241,025
-49,637
| -2% | -$16.4M |
|
254
IQVIA
IQV
$32.2B
| $733M | 0.07% |
3,726,322
-70,903
| -2% | -$14M |
|
255
Monster Beverage
MNST
$61.9B
| $729M | 0.07% |
13,775,550
-1,591,639
| -10% | -$84.3M |
|
256
Affirm
AFRM
$28.8B
| $724M | 0.07% |
34,040,191
+7,359,627
| +28% | +$157M |
|
257
Republic Services
RSG
$71.5B
| $720M | 0.07% |
5,054,359
+197,654
| +4% | +$28.2M |
|
258
MetLife
MET
$52.7B
| $716M | 0.07% |
11,380,716
-564,205
| -5% | -$35.5M |
|
259
Novartis
NVS
$248B
| $711M | 0.07% |
6,977,833
-287,598
| -4% | -$29.3M |
|
260
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $710M | 0.07% |
9,343,865
+661,996
| +8% | +$50.3M |
|
261
Sempra
SRE
$52.4B
| $703M | 0.07% |
10,334,173
+60,483
| +0.6% | +$4.11M |
|
262
Cadence Design Systems
CDNS
$98.6B
| $700M | 0.07% |
2,985,609
-40,708
| -1% | -$9.54M |
|
263
iShares MBS ETF
MBB
$41.4B
| $696M | 0.07% |
7,836,531
-513,940
| -6% | -$45.6M |
|
|
XYZ
264
Block, Inc.
XYZ
$46B
| $686M | 0.07% |
15,501,940
-2,747,478
| -15% | -$122M |
|
265
Equinix
EQIX
$76.3B
| $683M | 0.07% |
940,617
+43,143
| +5% | +$31.3M |
|
266
iShares Russell 2000 Growth ETF
IWO
$12.6B
| $680M | 0.07% |
3,035,048
-229,206
| -7% | -$51.4M |
|
267
Target
TGT
$41.3B
| $674M | 0.07% |
6,093,367
-35,417
| -0.6% | -$3.92M |
|
268
Carlisle Companies
CSL
$16.3B
| $668M | 0.07% |
2,578,221
+90,597
| +4% | +$23.5M |
|
269
Corning
GLW
$62B
| $667M | 0.07% |
21,899,529
+1,060,450
| +5% | +$32.3M |
|
270
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $660M | 0.07% |
11,205,996
+1,554,984
| +16% | +$91.6M |
|
271
AutoZone
AZO
$71.8B
| $660M | 0.07% |
259,964
+11,104
| +4% | +$28.2M |
|
272
Brown & Brown
BRO
$30.8B
| $652M | 0.07% |
9,335,600
-542,420
| -5% | -$37.9M |
|
273
Archer Daniels Midland
ADM
$29.9B
| $652M | 0.07% |
8,641,438
+2,547,232
| +42% | +$192M |
|
274
Ford
F
$45.7B
| $649M | 0.07% |
52,275,056
+3,757,009
| +8% | +$46.7M |
|
275
Exelon
EXC
$43.5B
| $649M | 0.07% |
17,175,710
-311,703
| -2% | -$11.8M |
|