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 |
NVIDIA
NVDA
|
$2.86B |
| 2 |
BILL Holdings
BILL
|
$1.69B |
| 3 |
Roblox
RBLX
|
$1.5B |
| 4 |
Coupang
CPNG
|
$1.47B |
| 5 |
Airbnb
ABNB
|
$850M |
Top Sells
| 1 |
GE Aerospace
GE
|
$3.76B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Spotify
SPOT
|
$1.33B |
| 4 |
Okta
OKTA
|
$1.19B |
| 5 |
Amazon
AMZN
|
$997M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Energy Transfer Partners
ET
$60.8B
| $428M | 0.06% |
44,719,869
+7,585,837
| +20% | +$72.7M |
|
302
Kimberly-Clark
KMB
$42.7B
| $428M | 0.06% |
3,234,541
-581,528
| -15% | -$77M |
|
303
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $425M | 0.06% |
8,087,582
+1,186,132
| +17% | +$62.4M |
|
304
Coinbase
COIN
$78B
| $425M | 0.06% |
1,868,164
+1,185,238
| +174% | +$270M |
|
305
VICI Properties
VICI
$35.6B
| $422M | 0.06% |
14,862,141
+67,808
| +0.5% | +$1.93M |
|
306
Palantir
PLTR
$373B
| $418M | 0.06% |
17,374,532
+3,393,296
| +24% | +$81.6M |
|
307
SPDR S&P Biotech ETF
XBI
$5.25B
| $417M | 0.06% |
3,316,128
-648,449
| -16% | -$81.5M |
|
308
Stanley Black & Decker
SWK
$11.1B
| $416M | 0.06% |
2,375,416
+196,667
| +9% | +$34.5M |
|
309
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.67B
| $414M | 0.06% |
8,599,657
+66,212
| +0.8% | +$3.19M |
|
310
VanEck Semiconductor ETF
SMH
$26.6B
| $413M | 0.06% |
1,609,718
+651,865
| +68% | +$167M |
|
311
FedEx
FDX
$52.9B
| $412M | 0.06% |
1,877,642
+17,500
| +0.9% | +$3.84M |
|
312
Synchrony
SYF
$28.1B
| $410M | 0.06% |
8,397,296
+175,727
| +2% | +$8.59M |
|
|
PARA
313
DELISTED
Paramount Global Class B
PARA
| $408M | 0.05% |
10,322,806
-153,870
| -1% | -$6.08M |
|
314
Diageo
DEO
$61.5B
| $402M | 0.05% |
2,084,896
+17,049
| +0.8% | +$3.29M |
|
315
Freeport-McMoran
FCX
$64.5B
| $402M | 0.05% |
12,358,764
-3,190,004
| -21% | -$104M |
|
316
KE Holdings
BEKE
$21.8B
| $401M | 0.05% |
21,970,325
+20,719,482
| +1,656% | +$378M |
|
317
iShares China Large-Cap ETF
FXI
$6.71B
| $400M | 0.05% |
10,282,874
+634,215
| +7% | +$24.7M |
|
318
Vanguard Total International Stock ETF
VXUS
$101B
| $397M | 0.05% |
6,283,572
+481,123
| +8% | +$30.4M |
|
319
Weibo
WB
$2.76B
| $397M | 0.05% |
8,350,375
+957,439
| +13% | +$45.5M |
|
|
BBBY
320
Bed Bath & Beyond, Inc.
BBBY
$467M
| $393M | 0.05% |
5,045,506
+232,898
| +5% | +$18.1M |
|
321
LyondellBasell Industries
LYB
$18B
| $393M | 0.05% |
4,188,596
+121,871
| +3% | +$11.4M |
|
322
AutoZone
AZO
$69.9B
| $392M | 0.05% |
230,659
-60,692
| -21% | -$103M |
|
323
Ford
F
$46.6B
| $391M | 0.05% |
27,589,244
+1,036,400
| +4% | +$14.7M |
|
324
Marriott International Class A Common Stock
MAR
$71.8B
| $388M | 0.05% |
2,621,611
+382,014
| +17% | +$56.6M |
|
325
Pinduoduo
PDD
$173B
| $387M | 0.05% |
4,273,248
-1,877,405
| -31% | -$170M |
|