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
|
$752M |
| 2 |
Microsoft
MSFT
|
$660M |
| 3 |
Cigna
CI
|
$552M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$536M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$504M |
Top Sells
| 1 |
Amgen
AMGN
|
$528M |
| 2 |
Bristol-Myers Squibb
BMY
|
$469M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$461M |
| 4 |
Zoom
ZM
|
$431M |
| 5 |
Veeva Systems
VEEV
|
$375M |
Sector Composition
| 1 | Technology | 17.78% |
| 2 | Healthcare | 11.34% |
| 3 | Financials | 9.33% |
| 4 | Consumer Discretionary | 8.3% |
| 5 | Communication Services | 5.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Diamondback Energy
FANG
$39.7B
| $420M | 0.06% |
3,486,465
+33,930
| +1% | +$4.09M |
|
327
Enterprise Products Partners
EPD
$68.3B
| $420M | 0.06% |
17,642,335
+731,797
| +4% | +$17.4M |
|
328
LyondellBasell Industries
LYB
$17.3B
| $416M | 0.06% |
5,530,070
-164,059
| -3% | -$12.4M |
|
329
Vanguard Total International Stock ETF
VXUS
$103B
| $416M | 0.06% |
9,094,086
-290,733
| -3% | -$13.3M |
|
330
Moderna
MRNA
$9.42B
| $416M | 0.06% |
3,517,069
+35,547
| +1% | +$4.2M |
|
331
Kroger
KR
$44.8B
| $411M | 0.06% |
9,387,488
-102,446
| -1% | -$4.48M |
|
332
Microchip Technology
MCHP
$35.4B
| $409M | 0.06% |
6,706,995
+311,032
| +5% | +$19M |
|
333
Pinduoduo
PDD
$178B
| $409M | 0.06% |
6,533,444
-835,305
| -11% | -$52.3M |
|
334
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.11B
| $408M | 0.06% |
4,538,487
-85,030
| -2% | -$7.65M |
|
335
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.3B
| $405M | 0.06% |
5,707,530
-76,807
| -1% | -$5.45M |
|
336
Airbnb
ABNB
$76.2B
| $405M | 0.06% |
3,851,370
-2,879,105
| -43% | -$302M |
|
|
SIVB
337
DELISTED
SVB Financial Group
SIVB
| $404M | 0.06% |
1,202,523
-8,676
| -0.7% | -$2.91M |
|
338
Fiserv
FI
$73.4B
| $404M | 0.06% |
4,314,501
+307,643
| +8% | +$28.8M |
|
339
Aflac
AFL
$56.8B
| $403M | 0.05% |
7,171,972
+336,444
| +5% | +$18.9M |
|
340
iShares MSCI EAFE Value ETF
EFV
$28B
| $403M | 0.05% |
10,455,323
-1,088,916
| -9% | -$42M |
|
341
AvalonBay Communities
AVB
$27.6B
| $402M | 0.05% |
2,180,605
+108,689
| +5% | +$20M |
|
342
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
| $401M | 0.05% |
10,423,850
+15,644
| +0.2% | +$602K |
|
343
Affirm
AFRM
$28.6B
| $400M | 0.05% |
21,324,343
+4,659,624
| +28% | +$87.4M |
|
344
Norfolk Southern
NSC
$62B
| $400M | 0.05% |
1,907,830
-103,635
| -5% | -$21.7M |
|
345
Unilever
UL
$157B
| $397M | 0.05% |
9,057,400
+710,463
| +9% | +$31.1M |
|
|
STOR
346
DELISTED
STORE Capital Corporation
STOR
| $394M | 0.05% |
12,567,864
+1,495,769
| +14% | +$46.9M |
|
347
O'Reilly Automotive
ORLY
$89.7B
| $393M | 0.05% |
8,375,640
-223,155
| -3% | -$10.5M |
|
348
Coinbase
COIN
$78.3B
| $392M | 0.05% |
6,076,459
+512,171
| +9% | +$33M |
|
349
Paychex
PAYX
$48.8B
| $392M | 0.05% |
3,490,341
+224,892
| +7% | +$25.2M |
|
350
GitLab
GTLB
$7.85B
| $390M | 0.05% |
7,617,886
+6,293,610
| +475% | +$322M |
|