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 | |
|---|---|---|---|---|---|---|
276
Estee Lauder
EL
$32.1B
| $648M | 0.07% |
4,483,459
+254,198
| +6% | +$36.7M |
|
277
United Rentals
URI
$62.7B
| $643M | 0.07% |
1,447,078
-40,792
| -3% | -$18.1M |
|
278
Williams Companies
WMB
$69.9B
| $643M | 0.07% |
19,086,234
+712,048
| +4% | +$24M |
|
279
Chipotle Mexican Grill
CMG
$55.1B
| $639M | 0.07% |
17,437,800
-1,814,100
| -9% | -$66.5M |
|
280
Freeport-McMoran
FCX
$66.5B
| $636M | 0.06% |
17,043,155
-461,494
| -3% | -$17.2M |
|
281
Southern Company
SO
$101B
| $635M | 0.06% |
9,811,307
+349,122
| +4% | +$22.6M |
|
282
Berkshire Hathaway Class A
BRK.A
$1.08T
| $631M | 0.06% |
1,188
+3
| +0.3% | +$1.59M |
|
283
Simon Property Group
SPG
$59.5B
| $631M | 0.06% |
5,840,541
+12,399
| +0.2% | +$1.34M |
|
284
Synopsys
SNPS
$111B
| $631M | 0.06% |
1,374,579
-74,591
| -5% | -$34.2M |
|
285
Global E Online
GLBE
$6.07B
| $629M | 0.06% |
15,827,478
+2,438,737
| +18% | +$96.9M |
|
286
Kenvue
KVUE
$35.7B
| $626M | 0.06% |
31,162,614
+30,413,040
| +4,057% | +$611M |
|
287
Cheniere Energy
LNG
$51.8B
| $624M | 0.06% |
3,761,325
+1,648
| +0% | +$274K |
|
288
Carvana
CVNA
$50.9B
| $619M | 0.06% |
14,756,510
+1,784,009
| +14% | +$74.9M |
|
289
Vanguard Small-Cap Value ETF
VBR
$31.8B
| $619M | 0.06% |
3,882,784
-311,634
| -7% | -$49.7M |
|
290
Ametek
AME
$43.3B
| $619M | 0.06% |
4,189,108
+674,549
| +19% | +$99.7M |
|
291
Ulta Beauty
ULTA
$23.1B
| $615M | 0.06% |
1,538,533
+556,809
| +57% | +$222M |
|
292
Nucor
NUE
$33.8B
| $614M | 0.06% |
3,929,589
-138,027
| -3% | -$21.6M |
|
293
Occidental Petroleum
OXY
$45.2B
| $613M | 0.06% |
9,455,485
+511,821
| +6% | +$33.2M |
|
294
Factset
FDS
$14B
| $611M | 0.06% |
1,396,225
+698,611
| +100% | +$305M |
|
295
iShares TIPS Bond ETF
TIP
$13.6B
| $610M | 0.06% |
5,882,721
-1,035,618
| -15% | -$107M |
|
296
SPDR S&P Dividend ETF
SDY
$20.5B
| $605M | 0.06% |
5,256,683
-278,722
| -5% | -$32.1M |
|
297
Shell
SHEL
$208B
| $602M | 0.06% |
9,356,191
+384,967
| +4% | +$24.8M |
|
298
Deckers Outdoor
DECK
$17.9B
| $600M | 0.06% |
6,998,364
+3,165,276
| +83% | +$271M |
|
299
Prudential Financial
PRU
$37.2B
| $599M | 0.06% |
6,317,338
+57,531
| +0.9% | +$5.46M |
|
300
US Bancorp
USB
$75.9B
| $599M | 0.06% |
18,129,558
+751,865
| +4% | +$24.9M |
|