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 |
Intuitive Surgical
ISRG
|
$1.42B |
| 3 |
NVIDIA
NVDA
|
$1.08B |
| 4 |
Microsoft
MSFT
|
$767M |
| 5 |
DocuSign
DOCU
|
$663M |
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 | |
|---|---|---|---|---|---|---|
401
JD.com
JD
$43.9B
| $329M | 0.04% |
4,689,833
+1,064,398
| +29% | +$74.6M |
|
402
Schwab US Dividend Equity ETF
SCHD
$71.9B
| $328M | 0.04% |
12,158,904
+1,246,395
| +11% | +$33.6M |
|
403
Equity Residential
EQR
$25B
| $325M | 0.04% |
3,588,967
+1,349,047
| +60% | +$122M |
|
|
CERN
404
DELISTED
Cerner Corp
CERN
| $325M | 0.04% |
3,496,585
-852,216
| -20% | -$79.1M |
|
405
Fiserv
FI
$74B
| $324M | 0.04% |
3,120,473
+1,117,440
| +56% | +$116M |
|
406
Invesco Ultra Short Duration ETF
GSY
$2.95B
| $320M | 0.04% |
6,356,846
+249,958
| +4% | +$12.6M |
|
407
Trane Technologies
TT
$91.9B
| $320M | 0.04% |
1,581,916
-87,787
| -5% | -$17.7M |
|
408
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.23B
| $319M | 0.04% |
13,847,307
+1,114,140
| +9% | +$25.7M |
|
409
iShares US Medical Devices ETF
IHI
$4.31B
| $317M | 0.04% |
4,814,150
+567,283
| +13% | +$37.4M |
|
410
Marathon Petroleum
MPC
$54.4B
| $317M | 0.04% |
4,951,288
-79,842
| -2% | -$5.11M |
|
411
T Rowe Price
TROW
$24.5B
| $316M | 0.04% |
1,609,089
+52,732
| +3% | +$10.4M |
|
412
Newmont
NEM
$82.3B
| $316M | 0.04% |
5,099,807
-395,013
| -7% | -$24.5M |
|
413
American Water Works
AWK
$27.6B
| $316M | 0.04% |
1,672,913
-23,381
| -1% | -$4.42M |
|
414
Kraft Heinz
KHC
$31.9B
| $315M | 0.04% |
8,783,128
+2,663,909
| +44% | +$95.6M |
|
415
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.2B
| $314M | 0.04% |
7,476,248
+1,656,459
| +28% | +$69.6M |
|
416
CrowdStrike
CRWD
$104B
| $313M | 0.04% |
1,529,831
-2,232,361
| -59% | -$457M |
|
417
Enbridge
ENB
$105B
| $312M | 0.04% |
7,986,472
+2,777,522
| +53% | +$109M |
|
418
CME Group
CME
$96.4B
| $311M | 0.04% |
1,361,425
+130,296
| +11% | +$29.8M |
|
419
AutoZone
AZO
$70.8B
| $311M | 0.04% |
148,170
-82,489
| -36% | -$173M |
|
420
Williams Companies
WMB
$70.3B
| $307M | 0.04% |
11,803,200
-281,814
| -2% | -$7.34M |
|
421
Yum! Brands
YUM
$39.9B
| $307M | 0.04% |
2,208,628
+502,317
| +29% | +$69.8M |
|
422
Knight Transportation
KNX
$7.16B
| $306M | 0.04% |
5,015,967
+367,878
| +8% | +$22.4M |
|
423
Vanguard Russell 1000 Growth ETF
VONG
$31.2B
| $305M | 0.04% |
3,887,551
+26,222
| +0.7% | +$2.06M |
|
424
Novartis
NVS
$249B
| $305M | 0.04% |
3,483,649
+267,670
| +8% | +$23.4M |
|
425
Sony
SONY
$167B
| $303M | 0.04% |
11,988,865
-159,595
| -1% | -$4.03M |
|