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 |
Cloudflare
NET
|
+$1.66B |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.5B |
| 3 |
Roblox
RBLX
|
+$1.23B |
| 4 |
Wayfair
W
|
+$1.05B |
| 5 |
CrowdStrike
CRWD
|
+$792M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$7B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.36B |
| 3 |
Amazon
AMZN
|
+$1.53B |
| 4 |
Intuitive Surgical
ISRG
|
+$1.52B |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$1.27B |
Sector Composition
| 1 | Technology | 20.12% |
| 2 | Healthcare | 9.79% |
| 3 | Consumer Discretionary | 9.14% |
| 4 | Communication Services | 9.07% |
| 5 | Financials | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares S&P Small-Cap 600 Value ETF
IJS
$6.6B
| $394M | 0.05% |
3,739,359
-278,548
| -7% | -$29.4M |
|
327
KraneShares CSI China Internet ETF
KWEB
$8.9B
| $394M | 0.05% |
5,648,992
+1,524,703
| +37% | +$106M |
|
328
Constellation Brands
STZ
$25.7B
| $394M | 0.05% |
1,685,079
+171,063
| +11% | +$40M |
|
329
Sempra
SRE
$51.8B
| $394M | 0.05% |
5,947,336
+598,434
| +11% | +$39.6M |
|
|
BPY
330
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $393M | 0.05% |
20,739,840
+11,355,533
| +121% | +$215M |
|
331
Weibo
WB
$3B
| $389M | 0.05% |
7,392,936
+2,004,965
| +37% | +$106M |
|
332
Intuit
INTU
$187B
| $388M | 0.05% |
791,200
+23,130
| +3% | +$11.3M |
|
333
iShares MSCI ACWI ETF
ACWI
$22.3B
| $386M | 0.05% |
3,814,389
+604,234
| +19% | +$61.1M |
|
334
Brookfield
BN
$99.7B
| $385M | 0.05% |
9,349,912
+340,372
| +4% | +$14M |
|
335
Vanguard Total International Stock ETF
VXUS
$103B
| $381M | 0.05% |
5,802,449
+304,311
| +6% | +$20M |
|
336
Zillow
ZG
$21B
| $381M | 0.05% |
3,106,104
+41,842
| +1% | +$5.13M |
|
337
Delta Air Lines
DAL
$39.6B
| $380M | 0.05% |
8,789,938
+1,345,186
| +18% | +$58.2M |
|
338
iShares ESG Aware MSCI EM ETF
ESGE
$5.23B
| $375M | 0.05% |
8,310,379
+55,085
| +0.7% | +$2.49M |
|
339
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38.5B
| $373M | 0.05% |
6,752,723
+818,387
| +14% | +$45.3M |
|
340
Roku
ROKU
$14.6B
| $371M | 0.05% |
808,092
-107,865
| -12% | -$49.5M |
|
341
The Communication Services Select Sector SPDR Fund
XLC
$26.3B
| $370M | 0.05% |
4,565,837
+45,533
| +1% | +$3.69M |
|
342
Palantir
PLTR
$385B
| $369M | 0.05% |
13,981,236
+1,568,159
| +13% | +$41.3M |
|
343
Martin Marietta Materials
MLM
$37.8B
| $368M | 0.05% |
1,047,152
-636,955
| -38% | -$224M |
|
344
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $368M | 0.05% |
5,825,012
-111,617
| -2% | -$7.06M |
|
345
Invesco S&P 500 Pure Value ETF
RPV
$1.34B
| $367M | 0.05% |
4,759,500
+559,148
| +13% | +$43.1M |
|
346
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.5B
| $366M | 0.05% |
3,256,360
+494,069
| +18% | +$55.6M |
|
347
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.72B
| $362M | 0.05% |
8,651,001
+135,715
| +2% | +$5.68M |
|
348
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $362M | 0.05% |
6,901,450
+1,117,170
| +19% | +$58.6M |
|
|
CERN
349
DELISTED
Cerner Corp
CERN
| $361M | 0.05% |
4,624,178
+1,035,549
| +29% | +$80.9M |
|
350
VanEck Gold Miners ETF
GDX
$20.1B
| $361M | 0.05% |
10,630,809
+550,558
| +5% | +$18.7M |
|