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 | |
|---|---|---|---|---|---|---|
276
SPDR S&P Biotech ETF
XBI
$5.25B
| $916M | 0.06% |
10,170,065
+2,150,123
| +27% | +$194M |
|
277
Vanguard FTSE Europe ETF
VGK
$26.5B
| $910M | 0.06% |
14,332,173
-902,225
| -6% | -$57.3M |
|
278
Carrier Global
CARR
$54B
| $907M | 0.06% |
13,285,645
+2,522,360
| +23% | +$172M |
|
279
iShares Russell 2000 Value ETF
IWN
$11.7B
| $900M | 0.06% |
5,483,192
+292,296
| +6% | +$48M |
|
280
First Trust Preferred Securities and Income ETF
FPE
$6.08B
| $896M | 0.06% |
50,633,751
+1,869,067
| +4% | +$33.1M |
|
281
Markel Group
MKL
$24.6B
| $893M | 0.06% |
517,066
-4,916
| -0.9% | -$8.49M |
|
282
CSX Corp
CSX
$60B
| $892M | 0.06% |
27,629,786
+2,458,383
| +10% | +$79.3M |
|
283
Welltower
WELL
$112B
| $892M | 0.06% |
7,074,482
-116,049
| -2% | -$14.6M |
|
284
ResMed
RMD
$39.7B
| $886M | 0.06% |
3,875,371
-601,193
| -13% | -$137M |
|
285
Aflac
AFL
$56.5B
| $885M | 0.06% |
8,559,260
-814,909
| -9% | -$84.3M |
|
286
Brown & Brown
BRO
$31.5B
| $875M | 0.06% |
8,577,216
+118,388
| +1% | +$12.1M |
|
287
lululemon athletica
LULU
$24B
| $873M | 0.06% |
2,282,953
+175,936
| +8% | +$67.3M |
|
288
Carlisle Companies
CSL
$16.2B
| $865M | 0.06% |
2,345,648
-185,963
| -7% | -$68.6M |
|
289
KKR & Co
KKR
$124B
| $865M | 0.06% |
5,847,434
+533,515
| +10% | +$78.9M |
|
290
Allstate
ALL
$53.6B
| $864M | 0.06% |
4,481,541
+332,783
| +8% | +$64.2M |
|
291
iShares Select Dividend ETF
DVY
$20.7B
| $864M | 0.06% |
6,578,131
+364,909
| +6% | +$47.9M |
|
292
Aurora
AUR
$10.7B
| $864M | 0.06% |
137,069,312
+33,866,968
| +33% | +$213M |
|
293
Bank of New York Mellon
BK
$73.8B
| $864M | 0.06% |
11,239,484
+3,109,843
| +38% | +$239M |
|
294
Johnson Controls International
JCI
$69.3B
| $863M | 0.06% |
10,939,196
+678,274
| +7% | +$53.5M |
|
295
Monster Beverage
MNST
$61.2B
| $863M | 0.06% |
16,423,980
+1,070,968
| +7% | +$56.3M |
|
296
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.7B
| $862M | 0.06% |
10,953,859
-1,920,716
| -15% | -$151M |
|
297
iShares Core S&P US Value ETF
IUSV
$21.9B
| $857M | 0.06% |
9,254,282
+619,482
| +7% | +$57.4M |
|
298
Factset
FDS
$13.9B
| $856M | 0.06% |
1,782,346
-43,906
| -2% | -$21.1M |
|
299
iShares MSCI ACWI ETF
ACWI
$21.9B
| $856M | 0.06% |
7,283,869
-229,841
| -3% | -$27M |
|
300
iShares China Large-Cap ETF
FXI
$6.71B
| $854M | 0.06% |
28,064,231
+6,218,915
| +28% | +$189M |
|