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
|
$3.2B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.63B |
| 3 |
Snowflake
SNOW
|
$1.44B |
| 4 |
Shopify
SHOP
|
$1.3B |
| 5 |
Royalty Pharma
RPRX
|
$1.06B |
Top Sells
| 1 |
Amazon
AMZN
|
$2.04B |
| 2 |
PARA
Paramount Global Class B
PARA
|
$1.68B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.39B |
| 4 |
Vipshop
VIPS
|
$1.11B |
| 5 |
Apple
AAPL
|
$973M |
Sector Composition
| 1 | Technology | 18.6% |
| 2 | Healthcare | 9.66% |
| 3 | Financials | 8.93% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Communication Services | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
CSX Corp
CSX
$60.6B
| $244M | 0.04% |
7,578,063
-3,785,553
| -33% | -$122M |
|
427
Ameriprise Financial
AMP
$46.1B
| $243M | 0.04% |
1,047,034
+201,363
| +24% | +$46.8M |
|
428
Novartis
NVS
$251B
| $243M | 0.04% |
2,840,099
+31,106
| +1% | +$2.66M |
|
429
DraftKings
DKNG
$23.1B
| $242M | 0.04% |
3,949,406
+566,742
| +17% | +$34.8M |
|
430
Schlumberger
SLB
$53.4B
| $242M | 0.04% |
8,888,449
+1,817,717
| +26% | +$49.4M |
|
431
T Rowe Price
TROW
$23.8B
| $241M | 0.04% |
1,406,957
+26,164
| +2% | +$4.49M |
|
432
Brookfield Infrastructure Partners
BIP
$14.1B
| $241M | 0.04% |
6,792,864
+1,056,237
| +18% | +$37.5M |
|
|
PLAN
433
DELISTED
Anaplan, Inc.
PLAN
| $239M | 0.04% |
4,438,531
-1,581,806
| -26% | -$85.2M |
|
434
Berkshire Hathaway Class A
BRK.A
$1.08T
| $238M | 0.04% |
618
-117
| -16% | -$45.1M |
|
435
iShares MSCI KLD 400 Social ETF
DSI
$4.81B
| $238M | 0.04% |
3,118,305
+450,158
| +17% | +$34.4M |
|
436
Humana
HUM
$37B
| $235M | 0.03% |
560,827
-41,153
| -7% | -$17.3M |
|
437
Trane Technologies
TT
$92.1B
| $235M | 0.03% |
1,417,518
-8,310
| -0.6% | -$1.38M |
|
438
Unilever
UL
$158B
| $234M | 0.03% |
4,197,940
-103,118
| -2% | -$5.76M |
|
439
SPDR Bloomberg Convertible Securities ETF
CWB
$4.42B
| $234M | 0.03% |
2,805,694
-100,598
| -3% | -$8.38M |
|
440
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $232M | 0.03% |
1,784,871
-24,984
| -1% | -$3.25M |
|
441
Gaotu Techedu
GOTU
$877M
| $232M | 0.03% |
6,839,322
-7,825,504
| -53% | -$265M |
|
442
Elastic
ESTC
$9.21B
| $230M | 0.03% |
2,068,359
+720,978
| +54% | +$80.2M |
|
443
First Trust US Equity Opportunities ETF
FPX
$1.03B
| $228M | 0.03% |
1,914,591
-39,355
| -2% | -$4.69M |
|
444
iShares Short Maturity Bond ETF
NEAR
$3.51B
| $228M | 0.03% |
4,534,502
+691,377
| +18% | +$34.7M |
|
445
Fortive
FTV
$16.2B
| $226M | 0.03% |
3,203,406
-117,678
| -4% | -$8.31M |
|
446
Williams Companies
WMB
$69.9B
| $226M | 0.03% |
9,525,555
+252,746
| +3% | +$5.99M |
|
447
Bausch Health
BHC
$2.72B
| $225M | 0.03% |
7,073,192
-454,181
| -6% | -$14.4M |
|
448
KLA
KLAC
$119B
| $224M | 0.03% |
679,166
-37,277
| -5% | -$12.3M |
|
449
Kinder Morgan
KMI
$59.1B
| $223M | 0.03% |
13,404,729
+1,153,690
| +9% | +$19.2M |
|
450
Aptiv
APTV
$17.5B
| $222M | 0.03% |
1,608,739
+241,539
| +18% | +$33.3M |
|