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 |
NVIDIA
NVDA
|
$2.68B |
| 2 |
MSLC
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
|
$2.03B |
| 3 |
Tesla
TSLA
|
$1.99B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.74B |
| 5 |
Apple
AAPL
|
$1.7B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.61B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34B |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
$1.26B |
| 4 |
Shopify
SHOP
|
$1.25B |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.02B |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 9.67% |
| 4 | Healthcare | 8.07% |
| 5 | Communication Services | 6.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
IDEX
IEX
$12.4B
| $580M | 0.04% |
2,769,872
-123,107
| -4% | -$25.8M |
|
427
Ulta Beauty
ULTA
$23.1B
| $577M | 0.04% |
1,327,142
+154,408
| +13% | +$67.2M |
|
428
argenx
ARGX
$45.9B
| $577M | 0.04% |
938,538
+7,789
| +0.8% | +$4.79M |
|
429
Vanguard Total International Stock ETF
VXUS
$102B
| $577M | 0.04% |
9,788,140
+300,593
| +3% | +$17.7M |
|
430
Copart
CPRT
$47B
| $574M | 0.04% |
9,996,593
+709,960
| +8% | +$40.7M |
|
431
Carlyle Group
CG
$23.1B
| $573M | 0.04% |
11,344,252
-1,328,213
| -10% | -$67.1M |
|
432
JD.com
JD
$44.6B
| $571M | 0.04% |
16,476,654
+5,230,938
| +47% | +$181M |
|
433
iShares Short Treasury Bond ETF
SHV
$20.8B
| $568M | 0.04% |
5,159,233
-1,097,764
| -18% | -$121M |
|
434
Microchip Technology
MCHP
$35.6B
| $567M | 0.04% |
9,889,367
+198,857
| +2% | +$11.4M |
|
435
International Paper
IP
$25.7B
| $563M | 0.04% |
10,460,538
+970,127
| +10% | +$52.2M |
|
436
Atlassian
TEAM
$45.2B
| $561M | 0.04% |
2,305,054
+1,013,060
| +78% | +$247M |
|
437
Cognizant
CTSH
$35.1B
| $560M | 0.04% |
7,286,830
+351,021
| +5% | +$27M |
|
438
Kroger
KR
$44.8B
| $560M | 0.04% |
9,156,530
-659,545
| -7% | -$40.3M |
|
439
Choice Hotels
CHH
$5.41B
| $554M | 0.04% |
3,900,527
-188,329
| -5% | -$26.7M |
|
440
Baker Hughes
BKR
$44.9B
| $553M | 0.04% |
13,473,838
+1,639,763
| +14% | +$67.3M |
|
441
Dominion Energy
D
$49.7B
| $550M | 0.04% |
10,215,738
+1,725,146
| +20% | +$92.9M |
|
442
iShares MSCI India ETF
INDA
$9.26B
| $548M | 0.04% |
10,409,488
+1,203,455
| +13% | +$63.3M |
|
443
Landstar System
LSTR
$4.58B
| $548M | 0.04% |
3,186,128
+139,990
| +5% | +$24.1M |
|
444
Dolby
DLB
$6.96B
| $547M | 0.04% |
7,004,764
-111,855
| -2% | -$8.74M |
|
445
Public Service Enterprise Group
PEG
$40.5B
| $546M | 0.04% |
6,464,556
+106,678
| +2% | +$9.01M |
|
446
Quanta Services
PWR
$55.5B
| $546M | 0.04% |
1,726,491
+120,383
| +7% | +$38M |
|
447
First Trust Capital Strength ETF
FTCS
$8.49B
| $545M | 0.04% |
6,205,119
-201,327
| -3% | -$17.7M |
|
448
Xylem
XYL
$34.2B
| $541M | 0.04% |
4,660,116
-193,954
| -4% | -$22.5M |
|
449
TotalEnergies
TTE
$133B
| $540M | 0.04% |
9,900,886
+2,822,208
| +40% | +$154M |
|
450
DexCom
DXCM
$31.6B
| $537M | 0.04% |
6,908,392
+1,652,586
| +31% | +$129M |
|