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 |
iShares Core S&P 500 ETF
IVV
|
$1.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.14B |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.12B |
| 4 |
CME Group
CME
|
$1.06B |
| 5 |
Booking.com
BKNG
|
$1.05B |
Top Sells
| 1 |
Amazon
AMZN
|
$1.11B |
| 2 |
Adobe
ADBE
|
$1.08B |
| 3 |
ServiceNow
NOW
|
$1.01B |
| 4 |
Intercontinental Exchange
ICE
|
$994M |
| 5 |
NVIDIA
NVDA
|
$879M |
Sector Composition
| 1 | Technology | 21.78% |
| 2 | Financials | 10.85% |
| 3 | Healthcare | 9.21% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Industrials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
D.R. Horton
DHI
$54.2B
| $637M | 0.05% |
3,339,490
-363,316
| -10% | -$69.3M |
|
377
Morgan Stanley
MS
$236B
| $637M | 0.05% |
6,111,353
+42,503
| +0.7% | +$4.43M |
|
378
Autodesk
ADSK
$69.5B
| $637M | 0.05% |
2,310,779
-58,819
| -2% | -$16.2M |
|
379
Delta Air Lines
DAL
$39.9B
| $636M | 0.05% |
12,529,809
-109,973
| -0.9% | -$5.59M |
|
380
Vanguard Mega Cap Growth ETF
MGK
$29.1B
| $634M | 0.05% |
1,970,658
+32,328
| +2% | +$10.4M |
|
381
Casey's General Stores
CASY
$18.8B
| $632M | 0.05% |
1,683,187
+52,506
| +3% | +$19.7M |
|
382
Exelon
EXC
$43.9B
| $632M | 0.05% |
15,579,251
-397,921
| -2% | -$16.1M |
|
|
DFS
383
DELISTED
Discover Financial Services
DFS
| $632M | 0.05% |
4,502,175
-185,396
| -4% | -$26M |
|
384
Newmont
NEM
$83.7B
| $631M | 0.05% |
11,802,690
+779,678
| +7% | +$41.7M |
|
385
Lennar Class A
LEN
$36.7B
| $626M | 0.05% |
3,450,280
+181,399
| +6% | +$32.9M |
|
386
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.2B
| $625M | 0.05% |
5,532,383
-84,691
| -2% | -$9.57M |
|
387
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.22B
| $623M | 0.05% |
6,779,141
+41,794
| +0.6% | +$3.84M |
|
388
Vanguard Extended Market ETF
VXF
$24.1B
| $621M | 0.05% |
3,412,234
+79,223
| +2% | +$14.4M |
|
389
IDEX
IEX
$12.4B
| $621M | 0.05% |
2,892,979
+174,096
| +6% | +$37.3M |
|
390
LKQ Corp
LKQ
$8.33B
| $615M | 0.04% |
15,408,476
+2,179,255
| +16% | +$87M |
|
391
Vanguard Total International Stock ETF
VXUS
$102B
| $614M | 0.04% |
9,487,547
+154,635
| +2% | +$10M |
|
392
General Motors
GM
$55.5B
| $612M | 0.04% |
13,658,084
-3,137,424
| -19% | -$141M |
|
393
Aurora
AUR
$10.6B
| $611M | 0.04% |
103,202,344
+19,888,397
| +24% | +$118M |
|
394
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $611M | 0.04% |
6,834,238
+95,093
| +1% | +$8.5M |
|
395
PGIM Ultra Short Bond ETF
PULS
$12.3B
| $610M | 0.04% |
12,244,781
-44,270
| -0.4% | -$2.2M |
|
396
VanEck Gold Miners ETF
GDX
$19.9B
| $608M | 0.04% |
15,271,836
-2,936,042
| -16% | -$117M |
|
397
iShares US Real Estate ETF
IYR
$3.76B
| $605M | 0.04% |
5,938,927
+2,882,598
| +94% | +$294M |
|
398
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.32B
| $605M | 0.04% |
12,236,493
+288,554
| +2% | +$14.3M |
|
399
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $602M | 0.04% |
7,254,623
+260,331
| +4% | +$21.6M |
|
400
Vanguard Russell 1000 Growth ETF
VONG
$31.1B
| $601M | 0.04% |
6,223,477
+142,976
| +2% | +$13.8M |
|