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 | |
|---|---|---|---|---|---|---|
376
Edwards Lifesciences
EW
$46.6B
| $332M | 0.04% |
3,204,206
+164,907
| +5% | +$17.1M |
|
377
Rio Tinto
RIO
$101B
| $330M | 0.04% |
3,931,625
+2,673,607
| +213% | +$224M |
|
378
Vanguard Total World Stock ETF
VT
$52.4B
| $330M | 0.04% |
3,182,736
+37,083
| +1% | +$3.84M |
|
379
Southern Company
SO
$101B
| $329M | 0.04% |
5,433,970
+1,064,450
| +24% | +$64.4M |
|
380
Axon Enterprise
AXON
$58.6B
| $327M | 0.04% |
1,847,975
-616,197
| -25% | -$109M |
|
381
NIO
NIO
$12.8B
| $325M | 0.04% |
6,112,718
+1,404,194
| +30% | +$74.7M |
|
382
Vanguard Russell 1000 Growth ETF
VONG
$31.7B
| $320M | 0.04% |
4,585,060
+33,408
| +0.7% | +$2.33M |
|
383
Clorox
CLX
$15.2B
| $320M | 0.04% |
1,777,850
+917,080
| +107% | +$165M |
|
384
Alnylam Pharmaceuticals
ALNY
$61.3B
| $319M | 0.04% |
1,882,651
+96,697
| +5% | +$16.4M |
|
385
JD.com
JD
$47.4B
| $318M | 0.04% |
3,985,860
+1,504,113
| +61% | +$120M |
|
|
XLNX
386
DELISTED
Xilinx Inc
XLNX
| $317M | 0.04% |
2,194,429
-94,950
| -4% | -$13.7M |
|
387
iShares Russell 1000 ETF
IWB
$44.3B
| $317M | 0.04% |
1,310,457
+3,219
| +0.2% | +$779K |
|
388
Factset
FDS
$14B
| $317M | 0.04% |
944,784
+62,164
| +7% | +$20.9M |
|
|
ALXN
389
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $317M | 0.04% |
1,725,693
-74,500
| -4% | -$13.7M |
|
390
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
| $316M | 0.04% |
4,262,180
+239,906
| +6% | +$17.8M |
|
391
Agilon Health
AGL
$489M
| $315M | 0.04% |
+7,760,365
| New | +$315M |
|
392
Peloton Interactive
PTON
$3.16B
| $315M | 0.04% |
2,538,190
+167,461
| +7% | +$20.8M |
|
393
Newmont
NEM
$85.4B
| $314M | 0.04% |
4,948,042
+179,707
| +4% | +$11.4M |
|
394
Sunrun
RUN
$3.82B
| $312M | 0.04% |
5,592,845
+1,298,761
| +30% | +$72.4M |
|
395
SBA Communications
SBAC
$20.6B
| $310M | 0.04% |
971,938
+417,168
| +75% | +$133M |
|
396
Invesco Ultra Short Duration ETF
GSY
$3.03B
| $309M | 0.04% |
6,117,047
+101,972
| +2% | +$5.15M |
|
397
First Trust Dorsey Wright Focus 5 ETF
FV
$3.72B
| $307M | 0.04% |
6,483,573
+313,039
| +5% | +$14.8M |
|
398
Vanguard Health Care ETF
VHT
$15.7B
| $307M | 0.04% |
1,242,908
+32,528
| +3% | +$8.04M |
|
399
Marriott International Class A Common Stock
MAR
$72B
| $306M | 0.04% |
2,239,597
+262,067
| +13% | +$35.8M |
|
|
CVET
400
DELISTED
Covetrus, Inc. Common Stock
CVET
| $306M | 0.04% |
11,319,745
+145,888
| +1% | +$3.94M |
|