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 |
BILL Holdings
BILL
|
$1.69B |
| 2 |
Roblox
RBLX
|
$1.5B |
| 3 |
Coupang
CPNG
|
$1.47B |
| 4 |
Airbnb
ABNB
|
$850M |
| 5 |
Unity
U
|
$651M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 2 |
Spotify
SPOT
|
$1.33B |
| 3 |
Okta
OKTA
|
$1.19B |
| 4 |
Amazon
AMZN
|
$997M |
| 5 |
Alibaba
BABA
|
$940M |
Sector Composition
| 1 | Technology | 20.47% |
| 2 | Healthcare | 9.82% |
| 3 | Financials | 9.13% |
| 4 | Consumer Discretionary | 8.86% |
| 5 | Communication Services | 8.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Vanguard Russell 1000 Growth ETF
VONG
$31.1B
| $272M | 0.04% |
3,861,329
-723,731
| -16% | -$51M |
|
427
Phillips 66
PSX
$53.2B
| $272M | 0.04% |
3,877,915
+446,011
| +13% | +$31.2M |
|
|
FRC
428
DELISTED
First Republic Bank
FRC
| $271M | 0.04% |
1,406,599
+83,719
| +6% | +$16.1M |
|
429
Invesco Senior Loan ETF
BKLN
$6.98B
| $271M | 0.04% |
12,237,410
+2,483,688
| +25% | +$54.9M |
|
430
DraftKings
DKNG
$23.1B
| $270M | 0.04% |
5,609,219
+1,043,711
| +23% | +$50.3M |
|
431
Schwab US Dividend Equity ETF
SCHD
$71.8B
| $270M | 0.04% |
10,912,509
+1,756,839
| +19% | +$43.5M |
|
432
KraneShares CSI China Internet ETF
KWEB
$8.55B
| $269M | 0.04% |
5,691,655
+42,663
| +0.8% | +$2.02M |
|
433
Sony
SONY
$165B
| $269M | 0.04% |
12,148,460
-422,915
| -3% | -$9.35M |
|
434
Elastic
ESTC
$9.21B
| $269M | 0.04% |
1,802,356
-169,126
| -9% | -$25.2M |
|
435
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
| $268M | 0.04% |
5,347,351
+161,476
| +3% | +$8.1M |
|
436
Norfolk Southern
NSC
$62.3B
| $268M | 0.04% |
1,119,514
+8,629
| +0.8% | +$2.06M |
|
|
IS
437
DELISTED
ironSource Ltd.
IS
| $268M | 0.04% |
24,627,999
+6,727,564
| +38% | +$73.1M |
|
438
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
| $267M | 0.04% |
4,541,911
+139,915
| +3% | +$8.23M |
|
439
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
| $267M | 0.04% |
2,986,672
+201,002
| +7% | +$18M |
|
440
iShares US Medical Devices ETF
IHI
$4.35B
| $267M | 0.04% |
4,246,867
+198,799
| +5% | +$12.5M |
|
441
Chipotle Mexican Grill
CMG
$55.1B
| $266M | 0.04% |
7,320,450
+663,700
| +10% | +$24.1M |
|
442
AstraZeneca
AZN
$253B
| $266M | 0.04% |
4,425,151
+102,041
| +2% | +$6.13M |
|
|
MMP
443
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $264M | 0.04% |
5,790,647
+282,147
| +5% | +$12.9M |
|
|
EDR
444
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $263M | 0.04% |
9,184,732
+9,073,190
| +8,134% | +$260M |
|
445
Novartis
NVS
$251B
| $263M | 0.04% |
3,215,979
+256,018
| +9% | +$20.9M |
|
446
JD.com
JD
$44.6B
| $262M | 0.04% |
3,625,435
-360,425
| -9% | -$26M |
|
447
Domino's
DPZ
$15.7B
| $262M | 0.04% |
549,030
+13,076
| +2% | +$6.24M |
|
448
Fastenal
FAST
$55.1B
| $260M | 0.04% |
10,094,858
-1,260,818
| -11% | -$32.5M |
|
449
DuPont de Nemours
DD
$32.6B
| $259M | 0.03% |
3,805,968
-25,285
| -0.7% | -$1.72M |
|
450
Enovis
ENOV
$1.84B
| $258M | 0.03% |
3,265,021
+1,651,160
| +102% | +$130M |
|