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 S&P 500 ETF Trust
SPY
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Public Storage
PSA
$50.5B
| $478M | 0.06% |
1,275,578
+73,993
| +6% | +$27.7M |
|
302
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.02B
| $477M | 0.06% |
4,309,625
+17,403
| +0.4% | +$1.93M |
|
303
IAC Inc
IAC
$2.93B
| $476M | 0.06% |
3,640,891
-127,007
| -3% | -$16.6M |
|
304
Diageo
DEO
$61.5B
| $469M | 0.06% |
2,129,621
+44,725
| +2% | +$9.85M |
|
305
GE Aerospace
GE
$292B
| $467M | 0.06% |
4,947,214
+100,895
| +2% | +$9.53M |
|
306
Canadian Pacific Kansas City
CP
$70.2B
| $465M | 0.06% |
6,463,362
+4,669,199
| +260% | +$336M |
|
307
DexCom
DXCM
$29.1B
| $459M | 0.06% |
854,431
-391,089
| -31% | -$210M |
|
308
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.8B
| $458M | 0.06% |
8,338,385
+396,783
| +5% | +$21.8M |
|
309
Vanguard Total International Stock ETF
VXUS
$101B
| $458M | 0.06% |
7,196,971
+913,399
| +15% | +$58.1M |
|
310
iShares MSCI Brazil ETF
EWZ
$5.35B
| $457M | 0.06% |
16,264,873
+4,416,250
| +37% | +$124M |
|
311
United Rentals
URI
$61.6B
| $456M | 0.06% |
1,372,372
+51,278
| +4% | +$17M |
|
312
Energy Transfer Partners
ET
$60.8B
| $456M | 0.06% |
55,353,451
+10,633,582
| +24% | +$87.5M |
|
313
KE Holdings
BEKE
$21.8B
| $452M | 0.06% |
22,471,473
+501,148
| +2% | +$10.1M |
|
314
FedEx
FDX
$52.9B
| $451M | 0.06% |
1,743,831
-133,811
| -7% | -$34.6M |
|
315
Micron Technology
MU
$133B
| $450M | 0.06% |
4,835,767
-360,649
| -7% | -$33.6M |
|
316
Illinois Tool Works
ITW
$76.4B
| $450M | 0.06% |
1,824,370
+267,499
| +17% | +$66M |
|
317
Illumina
ILMN
$15.5B
| $449M | 0.06% |
1,179,690
-53,069
| -4% | -$20.2M |
|
318
Kimberly-Clark
KMB
$42.7B
| $447M | 0.06% |
3,127,176
-107,365
| -3% | -$15.3M |
|
319
Capital One
COF
$143B
| $441M | 0.05% |
3,036,770
+667,282
| +28% | +$96.8M |
|
320
Vanguard Mega Cap Growth ETF
MGK
$28.7B
| $439M | 0.05% |
1,682,838
+69,453
| +4% | +$18.1M |
|
321
Sempra
SRE
$54B
| $438M | 0.05% |
3,312,263
+272,148
| +9% | +$36M |
|
|
SJR
322
DELISTED
Shaw Communications Inc.
SJR
| $437M | 0.05% |
14,407,474
+2,861,752
| +25% | +$86.8M |
|
323
Crown Holdings
CCK
$11.5B
| $434M | 0.05% |
3,919,412
+3,357,645
| +598% | +$371M |
|
324
Synchrony
SYF
$28.1B
| $430M | 0.05% |
9,264,111
+866,815
| +10% | +$40.2M |
|
325
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
| $430M | 0.05% |
3,094,753
-525,176
| -15% | -$72.9M |
|